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Vest Financial’s Goldman Sachs GS Stock Holding History

Vest Financial’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 		$6.88M Buy
6,801
+109
+2% +$106K 0.07% 211
2026
Q1 		$5.66M Sell
6,692
-328
-5% -$293K 0.07% 226
2025
Q4 		$6.17M Buy
7,020
+1,646
+31% +$1.34M 0.08% 180
2025
Q3 		$4.28M Buy
5,374
+1,036
+24% +$768K 0.06% 215
2025
Q2 		$3.07M Buy
4,338
+1,222
+39% +$708K 0.04% 233
2025
Q1 		$1.7M Buy
3,116
+1,319
+73% +$794K 0.03% 257
2024
Q4 		$1.03M Buy
1,797
+287
+19% +$160K 0.02% 231
2024
Q3 		$748K Buy
1,510
+1,000
+196% +$489K 0.01% 237
2024
Q2 		$231K Sell
510
-9
-2% -$3.95K 0.01% 249
2024
Q1 		$217K Sell
519
-33,141
-98% -$12.9M 0.01% 259
2023
Q4 		$13M Buy
33,660
+6,810
+25% +$2.27M 0.48% 93
2023
Q3 		$8.69M Buy
26,850
+11,411
+74% +$3.81M 0.47% 103
2023
Q2 		$4.98M Buy
15,439
+10,992
+247% +$3.61M 0.46% 108
2023
Q1 		$1.45M Buy
4,447
+3,351
+306% +$1.17M 0.2% 79
2022
Q4 		$376K Buy
+1,096
New +$382K 0.06% 95

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

Vest Financial's GS Position: Q2 2026 in Review

Vest Financial increased its Goldman Sachs (GS) stake by 1.6% in Q2 2026, buying an estimated $106K and bringing the position to 6,801 shares worth $6.88M. The position accounts for 0.07% of the portfolio, ranked #211.

Vest Financial first reported a position in GS in Q4 2022 and has held it in 15 quarters since. The position peaked at $13M in Q4 2023. 1,035 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Vest Financial held 6,801 shares of Goldman Sachs worth $6.88M as of Q2 2026.
  • Vest Financial bought 109 Goldman Sachs shares in Q2 2026, an estimated $106K.
  • Goldman Sachs made up 0.07% of Vest Financial's portfolio in Q2 2026, its #211 holding.
  • Vest Financial first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • Vest Financial's Goldman Sachs position peaked at $13M in Q4 2023.
  • 1,035 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.