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Summitry LLC’s Goldman Sachs GS Stock Holding History

Summitry LLC’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
Q2 		$420K Buy
416
+47
+13% +$45.8K 0.01% 181
2026
Q1 		$312K Sell
369
-31
-8% -$27.7K 0.01% 203
2025
Q4 		$351K Sell
400
-27
-6% -$22K 0.01% 157
2025
Q3 		$340K Buy
+427
New +$316K 0.01% 138

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Summitry LLC's GS Position: Q2 2026 in Review

Summitry LLC increased its Goldman Sachs (GS) stake by 13% in Q2 2026, buying an estimated $45.8K and bringing the position to 416 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #181.

Summitry LLC first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Summitry LLC held 416 shares of Goldman Sachs worth $420K as of Q2 2026.
  • Summitry LLC bought 47 Goldman Sachs shares in Q2 2026, an estimated $45.8K.
  • Goldman Sachs made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #181 holding.
  • Summitry LLC first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.