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SYM Financial Corp’s Goldman Sachs GS Stock Holding History

SYM Financial Corp’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 		$483K Buy
477
+33
+7% +$32.2K 0.04% 158
2026
Q1 		$376K Buy
444
+13
+3% +$11.6K 0.04% 178
2025
Q4 		$379K Buy
431
+17
+4% +$13.9K 0.04% 177
2025
Q3 		$330K Buy
414
+32
+8% +$23.7K 0.04% 199
2025
Q2 		$271K Buy
+382
New +$221K 0.03% 234

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SYM Financial Corp's GS Position: Q2 2026 in Review

SYM Financial Corp increased its Goldman Sachs (GS) stake by 7.4% in Q2 2026, buying an estimated $32.2K and bringing the position to 477 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #158.

SYM Financial Corp first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • SYM Financial Corp held 477 shares of Goldman Sachs worth $483K as of Q2 2026.
  • SYM Financial Corp bought 33 Goldman Sachs shares in Q2 2026, an estimated $32.2K.
  • Goldman Sachs made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #158 holding.
  • SYM Financial Corp first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.