SSG
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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
2024
Q1 		– Sell
-2,700
Closed -$1.04M – 653
2023
Q4 		$1.04M Sell
2,700
-3,000
-53% -$1M 0.09% 137
2023
Q3 		$1.84M Buy
5,700
+1,700
+43% +$568K 0.19% 66
2023
Q2 		$1.29M Buy
4,000
+1,500
+60% +$493K 0.17% 84
2023
Q1 		$818K Buy
+2,500
New +$870K 0.07% 108
2021
Q2 		– Sell
-30
Closed -$981K – 757
2021
Q1 		$981K Sell
30
-42
-58% -$13.1K 0.11% 199
2020
Q4 		$1.9M Buy
72
+54
+300% +$12K 0.16% 156
2020
Q3 		$362K Buy
+18
New +$3.66K 0.04% 257
2020
Q2 		– Sell
-13
Closed -$201K – 437
2020
Q1 		$201K Sell
13
-137
-91% -$29.1K 0.04% 254
2019
Q4 		$3.45M Buy
150
+140
+1,400% +$30.4K 0.26% 87
2019
Q3 		$207K Buy
+10
New +$2.09K 0.02% 307
2018
Q3 		– Sell
-200
Closed -$4.41M – 225
2018
Q2 		$4.41M Buy
200
+175
+700% +$41.7K 0.63% 27
2018
Q1 		$629K Buy
+25
New +$6.51K 0.15% 78
2017
Q4 		– Sell
-10
Closed -$237K – 213
2017
Q3 		$237K Hold
10
– – 0.04% 170
2017
Q2 		$222K Sell
10
-12
-55% -$2.67K 0.04% 191
2017
Q1 		$506K Sell
22
-45
-67% -$10.9K 0.15% 133
2016
Q4 		$1.6M Buy
+67
New +$13.6K 0.35% 53

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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.