Trinity Financial Advisors’s Goldman Sachs GS Stock Holding History

Trinity Financial 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 Q2	$609K	Sell	603 -25	-4%	-$24.4K	0.16%	54
2026 Q1	$532K	Sell	628 -23	-4%	-$20.5K	0.15%	54
2025 Q4	$573K	Buy	651 +2	+0.3%	+$1.63K	0.16%	50
2025 Q3	$517K	Buy	649 +3	+0.5%	+$2.22K	0.15%	57
2025 Q2	$457K	Buy	646 +2	+0.3%	+$1.16K	0.14%	59
2025 Q1	$329K	Buy	644 +53	+9%	+$31.9K	0.12%	61
2024 Q4	$340K	Buy	591 +2	+0.3%	+$1.12K	0.13%	59
2024 Q3	$281K	Buy	589 +8	+1%	+$3.91K	0.13%	64
2024 Q2	$263K	Sell	581 -115	-17%	-$50.5K	0.12%	65
2024 Q1	$291K	Buy	696 +3	+0.4%	+$1.16K	0.13%	57
2023 Q4	$267K	Sell	693 -69	-9%	-$23K	0.13%	60
2023 Q3	$247K	Buy	762 +21	+3%	+$7.02K	0.13%	61
2023 Q2	$239K	Buy	+741	New	+$244K	0.13%	66

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Trinity Financial Advisors's GS Position: Q2 2026 in Review

Trinity Financial Advisors reduced its Goldman Sachs (GS) stake by 4% in Q2 2026, selling an estimated $24.4K and leaving 603 shares worth $609K. The position accounts for 0.16% of the portfolio, ranked #54.

Trinity Financial Advisors first reported a position in GS in Q2 2023 and has held it in 13 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Trinity Financial Advisors held 603 shares of Goldman Sachs worth $609K as of Q2 2026.
Trinity Financial Advisors sold 25 Goldman Sachs shares in Q2 2026, an estimated $24.4K.
Goldman Sachs made up 0.16% of Trinity Financial Advisors's portfolio in Q2 2026, its #54 holding.
Trinity Financial Advisors first reported a position in Goldman Sachs in Q2 2023 and has held it in 13 quarters since.
1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.