Perryman Financial Advisory’s Goldman Sachs GS Stock Holding History

Perryman Financial Advisory’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Buy	1,818 +73	+4%	+$71.2K	0.24%	75
2026 Q1	$1.48M	Buy	1,745 +65	+4%	+$58K	0.22%	76
2025 Q4	$1.48M	Buy	+1,680	New	+$1.37M	0.22%	77

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Perryman Financial Advisory's GS Position: Q2 2026 in Review

Perryman Financial Advisory increased its Goldman Sachs (GS) stake by 4.2% in Q2 2026, buying an estimated $71.2K and bringing the position to 1,818 shares worth $1.84M. The position accounts for 0.24% of the portfolio, ranked #75.

Perryman Financial Advisory first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 1,140 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Perryman Financial Advisory held 1,818 shares of Goldman Sachs worth $1.84M as of Q2 2026.
Perryman Financial Advisory bought 73 Goldman Sachs shares in Q2 2026, an estimated $71.2K.
Goldman Sachs made up 0.24% of Perryman Financial Advisory's portfolio in Q2 2026, its #75 holding.
Perryman Financial Advisory first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
1,140 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.