Trifecta Capital Advisors
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Trifecta Capital Advisors’s Goldman Sachs GS Stock Holding History

Trifecta Capital Advisors’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 		$12M Buy
13,323
+225
+2% +$230K 1.48% 21
2026
Q2 		$13.2M Sell
13,098
-131
-1% -$128K 1.71% 20
2026
Q1 		$11.2M Sell
13,229
-114
-0.9% -$102K 1.73% 18
2025
Q4 		$11.7M Buy
13,343
+210
+2% +$171K 1.74% 19
2025
Q3 		$10.5M Buy
13,133
+177
+1% +$131K 1.59% 20
2025
Q2 		$9.17M Buy
12,956
+35
+0.3% +$20.3K 1.53% 23
2025
Q1 		$7.06M Buy
12,921
+75
+0.6% +$45.1K 1.48% 19
2024
Q4 		$7.36M Buy
12,846
+126
+1% +$70.3K 1.45% 21
2024
Q3 		$6.3M Buy
12,720
+51
+0.4% +$24.9K 1.32% 21
2024
Q2 		$5.73M Buy
12,669
+85
+0.7% +$37.3K 1.27% 21
2024
Q1 		$5.26M Buy
12,584
+301
+2% +$117K 1.28% 21
2023
Q4 		$4.74M Buy
12,283
+212
+2% +$70.8K 1.31% 25
2023
Q3 		$3.91M Buy
12,071
+226
+2% +$75.5K 1.26% 24
2023
Q2 		$3.82M Buy
11,845
+270
+2% +$88.8K 1.23% 21
2023
Q1 		$3.79M Buy
11,575
+197
+2% +$68.6K 1.33% 21
2022
Q4 		$3.91M Buy
+11,378
New +$3.96M 1.56% 18

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Trifecta Capital Advisors's GS Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Goldman Sachs (GS) stake by 1.7% in Q3 2026, buying an estimated $230K and bringing the position to 13,323 shares worth $12M. The position accounts for 1.48% of the portfolio, ranked #21.

Trifecta Capital Advisors first reported a position in GS in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.2M in Q2 2026. 1,331 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Trifecta Capital Advisors held 13,323 shares of Goldman Sachs worth $12M as of Q3 2026.
  • Trifecta Capital Advisors bought 225 Goldman Sachs shares in Q3 2026, an estimated $230K.
  • Goldman Sachs made up 1.48% of Trifecta Capital Advisors's portfolio in Q3 2026, its #21 holding.
  • Trifecta Capital Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Goldman Sachs position peaked at $13.2M in Q2 2026.
  • 1,331 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.