Summit Financial Wealth Advisors
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Summit Financial Wealth Advisors’s Goldman Sachs GS Stock Holding History

Summit Financial Wealth 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
Q3 		$242K Sell
269
-4
-1% -$4.09K 0.03% 197
2026
Q2 		$276K Buy
+273
New +$266K 0.04% 184

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Summit Financial Wealth Advisors's GS Position: Q3 2026 in Review

Summit Financial Wealth Advisors reduced its Goldman Sachs (GS) stake by 1.5% in Q3 2026, selling an estimated $4.09K and leaving 269 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #197.

Summit Financial Wealth Advisors first reported a position in GS in Q2 2026 and has held it in 2 quarters since. The position peaked at $276K in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Summit Financial Wealth Advisors held 269 shares of Goldman Sachs worth $242K as of Q3 2026.
  • Summit Financial Wealth Advisors sold 4 Goldman Sachs shares in Q3 2026, an estimated $4.09K.
  • Goldman Sachs made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #197 holding.
  • Summit Financial Wealth Advisors first reported a position in Goldman Sachs in Q2 2026 and has held it in 2 quarters since.
  • Summit Financial Wealth Advisors's Goldman Sachs position peaked at $276K in Q2 2026.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.