Root Financial Partners
GS icon

Root Financial Partners’s Goldman Sachs GS Stock Holding History

Root Financial Partners’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 		$1.28M Buy
1,417
+418
+42% +$428K 0.04% 105
2026
Q2 		$1.01M Buy
999
+91
+10% +$88.7K 0.04% 123
2026
Q1 		$768K Buy
908
+7
+0.8% +$6.24K 0.04% 119
2025
Q4 		$792K Buy
901
+156
+21% +$127K 0.04% 114
2025
Q3 		$593K Buy
745
+116
+18% +$86K 0.04% 129
2025
Q2 		$445K Buy
+629
New +$364K 0.04% 140
2025
Q1 		– Sell
-465
Closed -$266K – 217
2024
Q4 		$266K Buy
+465
New +$259K 0.03% 169

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Root Financial Partners's GS Position: Q3 2026 in Review

Root Financial Partners increased its Goldman Sachs (GS) stake by 42% in Q3 2026, buying an estimated $428K and bringing the position to 1,417 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #105.

Root Financial Partners first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,269 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Root Financial Partners held 1,417 shares of Goldman Sachs worth $1.28M as of Q3 2026.
  • Root Financial Partners bought 418 Goldman Sachs shares in Q3 2026, an estimated $428K.
  • Goldman Sachs made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #105 holding.
  • Root Financial Partners first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.