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 Q2	$276K	Buy	+273	New	+$266K	0.04%	184

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

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

Summit Financial Wealth Advisors's GS Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Goldman Sachs (GS) in Q2 2026: 273 shares worth $276K. The stake represents 0.04% of the portfolio and ranks #184 among its holdings.

549 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Summit Financial Wealth Advisors held 273 shares of Goldman Sachs worth $276K as of Q2 2026.
Goldman Sachs was a new Summit Financial Wealth Advisors position in Q2 2026.
Goldman Sachs made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #184 holding.
549 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.