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	-$1.15M	–	756
2021 Q1	$1.15M	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	+$7.71K	0.07%	161

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.