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Roxbury Financial’s Goldman Sachs GS Stock Holding History

Roxbury Financial’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 		$248K Buy
275
+1
+0.4% +$1.02K 0.19% 89
2026
Q2 		$277K Sell
274
-4
-1% -$3.9K 0.22% 87
2026
Q1 		$236K Buy
278
+21
+8% +$18.7K 0.21% 85
2025
Q4 		$226K Sell
257
-19
-7% -$15.5K 0.2% 85
2025
Q3 		$220K Buy
276
+1
+0.4% +$741 0.2% 84
2025
Q2 		$195K Buy
275
+2
+0.7% +$1.16K 0.19% 87
2025
Q1 		$170K Buy
273
+1
+0.4% +$602 0.17% 95
2024
Q4 		$166K Buy
+272
New +$152K 0.16% 97

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

Roxbury Financial's GS Position: Q3 2026 in Review

Roxbury Financial increased its Goldman Sachs (GS) stake by 0.36% in Q3 2026, buying an estimated $1.02K and bringing the position to 275 shares worth $248K. The position accounts for 0.19% of the portfolio, ranked #89.

Roxbury Financial first reported a position in GS in Q4 2024 and has held it in 8 quarters since. The position peaked at $277K in Q2 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Roxbury Financial held 275 shares of Goldman Sachs worth $248K as of Q3 2026.
  • Roxbury Financial bought 1 Goldman Sachs share in Q3 2026, an estimated $1.02K.
  • Goldman Sachs made up 0.19% of Roxbury Financial's portfolio in Q3 2026, its #89 holding.
  • Roxbury Financial first reported a position in Goldman Sachs in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Goldman Sachs position peaked at $277K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.