Summit Securities Group’s Goldman Sachs GS Stock Holding History

Summit Securities Group’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	$997K	Buy	1,179 +379	+47%	+$338K	0.12%	88
2025 Q4	$703K	Sell	800 -943	-54%	-$769K	0.09%	156
2025 Q3	$1.39M	Buy	+1,743	New	+$1.29M	0.29%	77
2025 Q1	–	Sell	-14,600	Closed	-$8.36M	–	914
2024 Q4	$8.36M	Buy	+14,600	New	+$8.14M	1.72%	14
2024 Q1	–	Sell	-4,900	Closed	-$1.89M	–	652
2023 Q4	$1.89M	Buy	+4,900	New	+$1.64M	0.17%	92
2023 Q3	–	Sell	-722	Closed	-$241K	–	758
2023 Q2	$233K	Buy	+722	New	+$237K	0.03%	199
2023 Q1	–	Sell	-6,474	Closed	-$2.25M	–	1013
2022 Q4	$2.22M	Buy	6,474 +4,261	+193%	+$1.48M	0.08%	114
2022 Q3	$649K	Sell	2,213 -5,888	-73%	-$1.91M	0.05%	212
2022 Q2	$2.41M	Buy	8,101 +701	+9%	+$218K	0.3%	61
2022 Q1	$2.44M	Sell	7,400 -29,200	-80%	-$10.3M	0.27%	68
2021 Q4	$14M	Buy	36,600 +23,124	+172%	+$9.15M	0.66%	28
2021 Q3	$5.09M	Sell	13,476 -11,037	-45%	-$4.31M	0.4%	61
2021 Q2	$9.3M	Buy	24,513 +4,013	+20%	+$1.44M	0.77%	23
2021 Q1	$6.7M	Buy	20,500 +12,400	+153%	+$3.86M	0.74%	22
2020 Q4	$2.14M	Buy	8,100 +900	+13%	+$200K	0.18%	133
2020 Q3	$1.45M	Buy	7,200 +1,100	+18%	+$224K	0.15%	119
2020 Q2	$1.21M	Buy	6,100 +4,500	+281%	+$845K	0.15%	133
2020 Q1	$247K	Sell	1,600 -22,400	-93%	-$4.75M	0.04%	225
2019 Q4	$5.52M	Buy	24,000 +22,700	+1,746%	+$4.93M	0.42%	57
2019 Q3	$269K	Buy	+1,300	New	+$272K	0.02%	267
2018 Q4	–	Sell	-1,300	Closed	-$262K	–	323
2018 Q3	$292K	Sell	1,300 -500	-28%	-$116K	0.11%	121
2018 Q2	$397K	Sell	1,800 -1,950	-52%	-$465K	0.06%	148
2018 Q1	$944K	Sell	3,750 -16,650	-82%	-$4.33M	0.23%	60
2017 Q4	$5.2M	Buy	20,400 +15,700	+334%	+$3.85M	0.62%	16
2017 Q3	$1.11M	Sell	4,700 -1,600	-25%	-$361K	0.19%	57
2017 Q2	$1.4M	Buy	6,300 +4,200	+200%	+$933K	0.25%	49
2017 Q1	$482K	Sell	2,100 -7,300	-78%	-$1.76M	0.14%	141
2016 Q4	$2.25M	Buy	+9,400	New	+$1.91M	0.49%	45
2016 Q1	–	Sell	-3,500	Closed	-$631K	–	224
2015 Q4	$631K	Sell	3,500 -6,300	-64%	-$1.17M	0.2%	76
2015 Q3	$1.7M	Sell	9,800 -1,800	-16%	-$353K	1.23%	19
2015 Q2	$2.42M	Buy	11,600 +11,088	+2,166%	+$2.26M	1.18%	11
2015 Q1	$96K	Buy	+512	New	+$95.2K	0.07%	130
2014 Q4	–	Sell	-3,900	Closed	-$733K	–	652
2014 Q3	$716K	Sell	3,900 -2,600	-40%	-$457K	0.21%	80
2014 Q2	$1.09M	Buy	6,500 +4,200	+183%	+$678K	0.37%	48
2014 Q1	$377K	Sell	2,300 -8,000	-78%	-$1.35M	0.23%	58
2013 Q4	$1.83M	Buy	10,300 +7,700	+296%	+$1.27M	0.32%	50
2013 Q3	$411K	Sell	2,600 -200	-7%	-$32.2K	0.14%	77
2013 Q2	$424K	Buy	+2,800	New	+$427K	0.2%	71

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Securities Group's GS Position: Q1 2026 in Review

Summit Securities Group increased its Goldman Sachs (GS) stake by 47% in Q1 2026, buying an estimated $338K and bringing the position to 1,179 shares worth $997K. The position accounts for 0.12% of the portfolio, ranked #88.

Summit Securities Group first reported a position in GS in Q2 2013 and has held it in 38 quarters since. The position peaked at $14M in Q4 2021. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Summit Securities Group held 1,179 shares of Goldman Sachs worth $997K as of Q1 2026.
Summit Securities Group bought 379 Goldman Sachs shares in Q1 2026, an estimated $338K.
Goldman Sachs made up 0.12% of Summit Securities Group's portfolio in Q1 2026, its #88 holding.
Summit Securities Group first reported a position in Goldman Sachs in Q2 2013 and has held it in 38 quarters since.
Summit Securities Group's Goldman Sachs position peaked at $14M in Q4 2021.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.