Summit Securities Group
GS icon

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
2023
Q4 		– Sell
-5,700
Closed -$1.84M – 767
2023
Q3 		$1.84M Buy
5,700
+1,700
+43% +$568K 0.19% 65
2023
Q2 		$1.29M Buy
4,000
+1,500
+60% +$493K 0.17% 83
2023
Q1 		$818K Buy
+2,500
New +$870K 0.07% 107
2022
Q1 		– Sell
-500
Closed -$191K – 1195
2021
Q4 		$191K Buy
500
+214
+75% +$84.7K 0.01% 607
2021
Q3 		$10.8M Buy
+286
New +$112K 0.84% 23
2021
Q2 		– Sell
-35
Closed -$1.14M – 756
2021
Q1 		$1.14M Buy
+35
New +$10.9K 0.13% 176
2020
Q3 		– Sell
-15
Closed -$296K – 422
2020
Q2 		$296K Hold
15
– – 0.04% 328
2020
Q1 		$232K Sell
15
-170
-92% -$36.1K 0.04% 238
2019
Q4 		$4.25M Hold
185
– – 0.32% 72
2019
Q3 		$3.83M Buy
+185
New +$38.7K 0.34% 49
2019
Q1 		– Sell
-455
Closed -$7.6M – 266
2018
Q4 		$7.6M Buy
+455
New +$91.8K 0.66% 23
2018
Q3 		– Sell
-25
Closed -$551K – 224
2018
Q2 		$551K Buy
25
+8
+47% +$1.91K 0.08% 123
2018
Q1 		$428K Buy
+17
New +$4.43K 0.1% 95
2015
Q4 		– Sell
-398
Closed -$2.36M – 346
2015
Q3 		$2.36M Buy
+398
New +$78K 1.7% 16
2015
Q1 		– Sell
-41
Closed -$256K – 489
2014
Q4 		$256K Buy
+41
New +$7.7K 0.07% 161

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Securities Group's GS Position: Q3 2026 in Review

Summit Securities Group opened a new position in Goldman Sachs (GS) in Q3 2026: 644 shares worth $580K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in GS as recently as Q1 2026.

Summit Securities Group first reported a position in GS in Q2 2013 and has held it in 39 quarters since. The position peaked at $14M in Q4 2021. 1,889 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Summit Securities Group held 644 shares of Goldman Sachs worth $580K as of Q3 2026.
  • Goldman Sachs was a new Summit Securities Group position in Q3 2026.
  • Goldman Sachs made up 0.05% of Summit Securities Group's portfolio in Q3 2026, its #158 holding.
  • Summit Securities Group first reported a position in Goldman Sachs in Q2 2013 and has held it in 39 quarters since.
  • Summit Securities Group's Goldman Sachs position peaked at $14M in Q4 2021.
  • 1,889 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.