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Goldman Sachs shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors investment in Goldman Sachs

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All positions including Goldman Sachs held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 696 417.90
2023-12-31 $267k 693 385.49
2023-09-30 $247k 762 323.60
2023-06-30 $239k 741 322.52

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

Top funds holding Goldman Sachs

Vanguard Group
Fisher Investments
Dodge & Cox
Citadel Advisors
Massachusetts Financial Services
T. Rowe Price Associates
Bank of New York Mellon
International Assets Investment Management
Bank of America Corporation
Alliancebernstein
Norges Bank Investment Management
Legal & General Group
Royal Bank of Canada
Eagle Capital Management
Greenhaven Associates

View all funds holding Goldman Sachs