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 Q3	$389K	Sell	432 -171	-28%	-$175K	0.1%	67
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Trinity Financial Advisors's GS Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Goldman Sachs (GS) stake by 28% in Q3 2026, selling an estimated $175K and leaving 432 shares worth $389K. The position accounts for 0.1% of the portfolio, ranked #67.

Trinity Financial Advisors first reported a position in GS in Q2 2023 and has held it in 14 quarters since. The position peaked at $609K in Q2 2026. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

Trinity Financial Advisors held 432 shares of Goldman Sachs worth $389K as of Q3 2026.
Trinity Financial Advisors sold 171 Goldman Sachs shares in Q3 2026, an estimated $175K.
Goldman Sachs made up 0.1% of Trinity Financial Advisors's portfolio in Q3 2026, its #67 holding.
Trinity Financial Advisors first reported a position in Goldman Sachs in Q2 2023 and has held it in 14 quarters since.
Trinity Financial Advisors's Goldman Sachs position peaked at $609K in Q2 2026.
1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.