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Sequoia Financial Advisors’s Goldman Sachs GS Stock Holding History

Sequoia Financial Advisors’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 		$101K Hold
100
– – ﹤0.01% 2075
2026
Q1 		$84.6K Buy
+100
New +$89.2K ﹤0.01% 1866
2025
Q4 		– Hold
0
– – – 1880

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Sequoia Financial Advisors's GS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Goldman Sachs (GS) stake by 4.4% in Q2 2026, buying an estimated $6.31M and bringing the position to 153,522 shares worth $155M. The position accounts for 0.77% of the portfolio, ranked #30.

Sequoia Financial Advisors first reported a position in GS in Q4 2018 and has held it in 31 quarters since. 716 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sequoia Financial Advisors held 153,522 shares of Goldman Sachs worth $155M as of Q2 2026.
  • Sequoia Financial Advisors bought 6,469 Goldman Sachs shares in Q2 2026, an estimated $6.31M.
  • Goldman Sachs made up 0.77% of Sequoia Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Sequoia Financial Advisors first reported a position in Goldman Sachs in Q4 2018 and has held it in 31 quarters since.
  • 716 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.