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Sunbeam Capital Management’s Goldman Sachs GS Stock Holding History

Sunbeam Capital Management’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
Q3 		$334K Sell
371
-66
-15% -$67.5K 0.15% 85
2026
Q2 		$442K Buy
437
+11
+3% +$10.7K 0.2% 82
2026
Q1 		$360K Buy
426
+18
+4% +$16.1K 0.21% 76
2025
Q4 		$358K Buy
408
+76
+23% +$62K 0.21% 73
2025
Q3 		$265K Buy
332
+47
+16% +$34.8K 0.16% 86
2025
Q2 		$202K Buy
+285
New +$165K 0.15% 92

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sunbeam Capital Management's GS Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Goldman Sachs (GS) stake by 15% in Q3 2026, selling an estimated $67.5K and leaving 371 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #85.

Sunbeam Capital Management first reported a position in GS in Q2 2025 and has held it in 6 quarters since. The position peaked at $442K in Q2 2026. 2,434 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Sunbeam Capital Management held 371 shares of Goldman Sachs worth $334K as of Q3 2026.
  • Sunbeam Capital Management sold 66 Goldman Sachs shares in Q3 2026, an estimated $67.5K.
  • Goldman Sachs made up 0.15% of Sunbeam Capital Management's portfolio in Q3 2026, its #85 holding.
  • Sunbeam Capital Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 6 quarters since.
  • Sunbeam Capital Management's Goldman Sachs position peaked at $442K in Q2 2026.
  • 2,434 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.