PCS
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Private Client Services’s Goldman Sachs GS Stock Holding History

Private Client Services’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
Q3 		$318K Buy
353
+58
+20% +$59.3K 0.09% 165
2026
Q2 		$298K Hold
295
– – 0.08% 172
2026
Q1 		$249K Buy
+295
New +$263K 0.07% 177

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Private Client Services's GS Position: Q3 2026 in Review

Private Client Services increased its Goldman Sachs (GS) stake by 20% in Q3 2026, buying an estimated $59.3K and bringing the position to 353 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #165.

Private Client Services first reported a position in GS in Q1 2026 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Private Client Services held 353 shares of Goldman Sachs worth $318K as of Q3 2026.
  • Private Client Services bought 58 Goldman Sachs shares in Q3 2026, an estimated $59.3K.
  • Goldman Sachs made up 0.09% of Private Client Services's portfolio in Q3 2026, its #165 holding.
  • Private Client Services first reported a position in Goldman Sachs in Q1 2026 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.