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Synergy Asset Management’s Goldman Sachs GS Stock Holding History

Synergy Asset 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
Q2 		$211K Buy
+209
New +$204K 0.02% 255
2025
Q1 		– Sell
-182
Closed -$90.1K – 374
2024
Q4 		$90.1K Buy
+182
New +$102K 0.01% 236

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

Synergy Asset Management's GS Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Goldman Sachs (GS) in Q2 2026: 209 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in GS as recently as Q4 2024.

Synergy Asset Management first reported a position in GS in Q4 2024 and has held it in 2 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Synergy Asset Management held 209 shares of Goldman Sachs worth $211K as of Q2 2026.
  • Goldman Sachs was a new Synergy Asset Management position in Q2 2026.
  • Goldman Sachs made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #255 holding.
  • Synergy Asset Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 2 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.