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Summit Global Investments’s Goldman Sachs GS Stock Holding History

Summit Global Investments’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 		$933K Sell
922
-360
-28% -$351K 0.05% 219
2026
Q1 		$1.08M Sell
1,282
-84
-6% -$74.9K 0.06% 172
2025
Q4 		$1.2M Buy
+1,366
New +$1.11M 0.07% 162
2024
Q2 		– Sell
-2,005
Closed -$837K – 531
2024
Q1 		$837K Buy
+2,005
New +$778K 0.06% 249
2022
Q1 		– Sell
-9,668
Closed -$3.7M – 505
2021
Q4 		$3.7M Buy
+9,668
New +$3.83M 0.24% 91

Other funds holding GS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Summit Global Investments's GS Position: Q2 2026 in Review

Summit Global Investments reduced its Goldman Sachs (GS) stake by 28% in Q2 2026, selling an estimated $351K and leaving 922 shares worth $933K. The position accounts for 0.05% of the portfolio, ranked #219.

Summit Global Investments first reported a position in GS in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.7M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Summit Global Investments held 922 shares of Goldman Sachs worth $933K as of Q2 2026.
  • Summit Global Investments sold 360 Goldman Sachs shares in Q2 2026, an estimated $351K.
  • Goldman Sachs made up 0.05% of Summit Global Investments's portfolio in Q2 2026, its #219 holding.
  • Summit Global Investments first reported a position in Goldman Sachs in Q4 2021 and has held it in 5 quarters since.
  • Summit Global Investments's Goldman Sachs position peaked at $3.7M in Q4 2021.
  • 1,616 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.