Whelan Financial’s Goldman Sachs GS Stock Holding History

Whelan 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	$218K	Buy	+216	New	+$211K	0.06%	95

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

Whelan Financial's GS Position: Q2 2026 in Review

Whelan Financial opened a new position in Goldman Sachs (GS) in Q2 2026: 216 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #95 among its holdings.

1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Whelan Financial held 216 shares of Goldman Sachs worth $218K as of Q2 2026.
Goldman Sachs was a new Whelan Financial position in Q2 2026.
Goldman Sachs made up 0.06% of Whelan Financial's portfolio in Q2 2026, its #95 holding.
1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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