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 Q3	$1.63M	Buy	1,814 +892	+97%	+$913K	0.08%	136
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Summit Global Investments's GS Position: Q3 2026 in Review

Summit Global Investments increased its Goldman Sachs (GS) stake by 97% in Q3 2026, buying an estimated $913K and bringing the position to 1,814 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #136.

Summit Global Investments first reported a position in GS in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.7M in Q4 2021. 2,263 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Summit Global Investments held 1,814 shares of Goldman Sachs worth $1.63M as of Q3 2026.
Summit Global Investments bought 892 Goldman Sachs shares in Q3 2026, an estimated $913K.
Goldman Sachs made up 0.08% of Summit Global Investments's portfolio in Q3 2026, its #136 holding.
Summit Global Investments first reported a position in Goldman Sachs in Q4 2021 and has held it in 6 quarters since.
Summit Global Investments's Goldman Sachs position peaked at $3.7M in Q4 2021.
2,263 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.