SSA
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Sierra Summit Advisors’s Goldman Sachs GS Stock Holding History

Sierra Summit 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 		$2.89M Sell
2,862
-9
-0.3% -$8.78K 0.32% 51
2026
Q1 		$2.43M Buy
2,871
+172
+6% +$153K 0.35% 55
2025
Q4 		$2.37M Buy
2,699
+85
+3% +$69.4K 0.36% 48
2025
Q3 		$2.08M Buy
2,614
+5
+0.2% +$3.71K 0.32% 56
2025
Q2 		$1.85M Buy
2,609
+85
+3% +$49.3K 0.33% 49
2025
Q1 		$1.38M Sell
2,524
-26
-1% -$15.6K 0.3% 60
2024
Q4 		$1.46M Buy
2,550
+1,102
+76% +$615K 0.29% 53
2024
Q3 		$717K Buy
1,448
+493
+52% +$241K 0.16% 81
2024
Q2 		$432K Buy
955
+156
+20% +$68.5K 0.11% 103
2024
Q1 		$334K Buy
799
+61
+8% +$23.7K 0.09% 119
2023
Q4 		$285K Buy
+738
New +$246K 0.08% 140

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sierra Summit Advisors's GS Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Goldman Sachs (GS) stake by 0.31% in Q2 2026, selling an estimated $8.78K and leaving 2,862 shares worth $2.89M. The position accounts for 0.32% of the portfolio, ranked #51.

Sierra Summit Advisors first reported a position in GS in Q4 2023 and has held it in 11 quarters since. 1,100 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sierra Summit Advisors held 2,862 shares of Goldman Sachs worth $2.89M as of Q2 2026.
  • Sierra Summit Advisors sold 9 Goldman Sachs shares in Q2 2026, an estimated $8.78K.
  • Goldman Sachs made up 0.32% of Sierra Summit Advisors's portfolio in Q2 2026, its #51 holding.
  • Sierra Summit Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.