WF
GS icon

WoodTrust Financial’s Goldman Sachs GS Stock Holding History

WoodTrust 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 		$2.4M Sell
2,375
-357
-13% -$348K 0.29% 54
2026
Q1 		$2.31M Sell
2,732
-2,396
-47% -$2.14M 0.3% 53
2025
Q4 		$4.51M Sell
5,128
-10,361
-67% -$8.45M 0.53% 42
2025
Q3 		$12.3M Sell
15,489
-485
-3% -$359K 1.47% 20
2025
Q2 		$11.3M Sell
15,974
-82
-0.5% -$47.5K 1.44% 21
2025
Q1 		$8.77M Sell
16,056
-417
-3% -$251K 1.23% 27
2024
Q4 		$9.43M Sell
16,473
-133
-0.8% -$74.2K 1.33% 25
2024
Q3 		$8.22M Buy
16,606
+241
+1% +$118K 1.17% 27
2024
Q2 		$7.4M Sell
16,365
-216
-1% -$94.8K 1.15% 26
2024
Q1 		$6.92K Sell
16,581
-169
-1% -$65.6K 1.1% 28
2023
Q4 		$6.46M Buy
16,750
+514
+3% +$172K 1.1% 27
2023
Q3 		$5.25M Buy
16,236
+1,061
+7% +$354K 1% 33
2023
Q2 		$4.89M Buy
15,175
+327
+2% +$108K 0.91% 34
2023
Q1 		$4.86M Buy
14,848
+335
+2% +$117K 0.94% 35
2022
Q4 		$4.98M Sell
14,513
-344
-2% -$120K 1.03% 33
2022
Q3 		$4.35M Buy
14,857
+442
+3% +$143K 0.98% 35
2022
Q2 		$4.28M Buy
14,415
+528
+4% +$164K 0.96% 36
2022
Q1 		$4.58M Buy
13,887
+573
+4% +$202K 0.93% 33
2021
Q4 		$5.09M Buy
13,314
+432
+3% +$171K 1.05% 32
2021
Q3 		$4.87M Buy
12,882
+549
+4% +$214K 1.14% 31
2021
Q2 		$4.68M Sell
12,333
-40
-0.3% -$14.3K 1.24% 30
2021
Q1 		$4.05M Sell
12,373
-665
-5% -$207K 1.19% 30
2020
Q4 		$3.44M Buy
13,038
+337
+3% +$75K 1.07% 33
2020
Q3 		$2.55M Buy
12,701
+551
+5% +$112K 0.92% 36
2020
Q2 		$2.4M Buy
12,150
+2,826
+30% +$530K 0.96% 35
2020
Q1 		$1.44M Sell
9,324
-1,501
-14% -$319K 0.68% 39
2019
Q4 		$2.49M Buy
10,825
+58
+0.5% +$12.6K 0.98% 37
2019
Q3 		$2.23M Buy
10,767
+318
+3% +$66.5K 0.96% 37
2019
Q2 		$2.14M Buy
10,449
+451
+5% +$89.3K 0.96% 35
2019
Q1 		$1.92M Buy
+9,998
New +$1.93M 0.92% 38

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

WoodTrust Financial's GS Position: Q2 2026 in Review

WoodTrust Financial reduced its Goldman Sachs (GS) stake by 13% in Q2 2026, selling an estimated $348K and leaving 2,375 shares worth $2.4M. The position accounts for 0.29% of the portfolio, ranked #54.

WoodTrust Financial first reported a position in GS in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.3M in Q3 2025. 1,109 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • WoodTrust Financial held 2,375 shares of Goldman Sachs worth $2.4M as of Q2 2026.
  • WoodTrust Financial sold 357 Goldman Sachs shares in Q2 2026, an estimated $348K.
  • Goldman Sachs made up 0.29% of WoodTrust Financial's portfolio in Q2 2026, its #54 holding.
  • WoodTrust Financial first reported a position in Goldman Sachs in Q1 2019 and has held it in 30 quarters since.
  • WoodTrust Financial's Goldman Sachs position peaked at $12.3M in Q3 2025.
  • 1,109 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.