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Summit Financial’s Goldman Sachs GS Stock Holding History

Summit 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
Q1 		$31.4M Buy
37,172
+7,860
+27% +$7.01M 0.4% 43
2025
Q4 		$25.8M Buy
29,312
+13,321
+83% +$10.9M 0.38% 47
2025
Q3 		$12.7M Buy
15,991
+8,661
+118% +$6.42M 0.19% 101
2025
Q2 		$5.19M Buy
7,330
+1,376
+23% +$797K 0.12% 156
2025
Q1 		$3.25M Buy
5,954
+2,912
+96% +$1.75M 0.09% 191
2024
Q4 		$1.74M Buy
3,042
+251
+9% +$140K 0.06% 236
2024
Q3 		$1.38M Sell
2,791
-70
-2% -$34.2K 0.05% 216
2024
Q2 		$1.29M Buy
2,861
+1,714
+149% +$752K 0.06% 196
2024
Q1 		$479K Sell
1,147
-351
-23% -$136K 0.03% 264
2023
Q4 		$578K Buy
1,498
+113
+8% +$37.7K 0.04% 229
2023
Q3 		$448K Sell
1,385
-11
-0.8% -$3.67K 0.03% 247
2023
Q2 		$450K Buy
1,396
+147
+12% +$48.3K 0.03% 239
2023
Q1 		$409K Buy
1,249
+42
+3% +$14.6K 0.04% 191
2022
Q4 		$415K Sell
1,207
-1,353
-53% -$471K 0.04% 183
2022
Q3 		$750K Buy
2,560
+407
+19% +$132K 0.07% 134
2022
Q2 		$639K Buy
2,153
+266
+14% +$82.8K 0.06% 135
2022
Q1 		$623K Sell
1,887
-108
-5% -$38.1K 0.05% 161
2021
Q4 		$763K Buy
1,995
+1,125
+129% +$445K 0.06% 134
2021
Q3 		$329K Buy
870
+274
+46% +$107K 0.03% 179
2021
Q2 		$226K Buy
+596
New +$213K 0.02% 157

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial's GS Position: Q1 2026 in Review

Summit Financial increased its Goldman Sachs (GS) stake by 27% in Q1 2026, buying an estimated $7.01M and bringing the position to 37,172 shares worth $31.4M. The position accounts for 0.4% of the portfolio, ranked #43.

Summit Financial first reported a position in GS in Q2 2021 and has held it in 20 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Summit Financial held 37,172 shares of Goldman Sachs worth $31.4M as of Q1 2026.
  • Summit Financial bought 7,860 Goldman Sachs shares in Q1 2026, an estimated $7.01M.
  • Goldman Sachs made up 0.4% of Summit Financial's portfolio in Q1 2026, its #43 holding.
  • Summit Financial first reported a position in Goldman Sachs in Q2 2021 and has held it in 20 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.