Syverson Strege & Co’s Goldman Sachs GS Stock Holding History

Syverson Strege & Co’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	$875K	Sell	865 -28	-3%	-$27.3K	0.19%	55
2026 Q1	$755K	Sell	893 -22	-2%	-$19.6K	0.18%	55
2025 Q4	$804K	Sell	915 -38	-4%	-$31K	0.19%	53
2025 Q3	$759K	Sell	953 -111	-10%	-$82.3K	0.18%	57
2025 Q2	$753K	Buy	+1,064	New	+$617K	0.18%	58
2023 Q2	–	Sell	-35	Closed	-$11.4K	–	293
2023 Q1	$11.4K	Buy	+35	New	+$12.2K	﹤0.01%	238
2021 Q4	–	Sell	-62	Closed	-$23K	–	374
2021 Q3	$23K	Buy	+62	New	+$24.2K	0.02%	183

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Syverson Strege & Co's GS Position: Q2 2026 in Review

Syverson Strege & Co reduced its Goldman Sachs (GS) stake by 3.1% in Q2 2026, selling an estimated $27.3K and leaving 865 shares worth $875K. The position accounts for 0.19% of the portfolio, ranked #55.

Syverson Strege & Co first reported a position in GS in Q3 2021 and has held it in 7 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Syverson Strege & Co held 865 shares of Goldman Sachs worth $875K as of Q2 2026.
Syverson Strege & Co sold 28 Goldman Sachs shares in Q2 2026, an estimated $27.3K.
Goldman Sachs made up 0.19% of Syverson Strege & Co's portfolio in Q2 2026, its #55 holding.
Syverson Strege & Co first reported a position in Goldman Sachs in Q3 2021 and has held it in 7 quarters since.
3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.