Longbow Finance SA GS — The Goldman Sachs Group, Inc.

Ownership history in Longbow Finance SA  ·  9 quarters on record

AI Ownership Summary

Longbow Finance SA reported The Goldman Sachs Group, Inc. (GS) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.62% in 2026 Q1. The latest visible filing shows GS at 2.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Longbow Finance SA's position in The Goldman Sachs Group, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GS was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.62% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GS stock page Longbow Finance SA fund profile Longbow Finance SA full holdings
How Longbow Finance SA held GS — position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 17,116 +8,059 +89.0% 2.62% $14.5M 2026-05-12 $945.90
2025 Q4 REDUCED 46.6% -3.2% ✅ 9,057 -7,906 -46.6% 1.35% $8.0M 2026-02-12 $899.81
2025 Q3 UNCHANGED — — — 16,963 — 0% 1.33% $13.5M 2025-11-06 $779.59
2025 Q2 ADDED — — — 16,963 +4,490 +36.0% 1.28% $12.0M 2025-08-05 $709.80
2025 Q1 UNCHANGED — — — 12,473 — 0% 0.82% $6.8M 2025-05-07 $540.72
2024 Q4 ADDED — — — 12,473 +2,654 +27.0% 0.78% $7.1M 2025-02-04 $618.24
2024 Q3 UNCHANGED — — — 9,819 — 0% 0.52% $4.9M 2024-11-12 $574.85
2024 Q2 REDUCED 5.0% +10.1% ❌ 9,819 -522 -5.0% 0.46% $4.4M 2024-08-12 $468.20
2024 Q1 INITIATED — — — 10,341 — — 0.44% $4.3M 2024-04-30 $409.03

🏢 Other funds also holding GS

As of 2026 Q1 — sorted by position size

CACTI ASSET MANAGEMENT LLC 3Y 7Y 10.62% Geremia Financial Services, LLC 10.42% Philadelphia Financial Management of San Francisco, LLC 3Y 7Y 9.67% WESTCO ADVISORY SERVICES INC /ADV 8.72% BANTAMAC CAPITAL, LLC 3Y 7.68% BANTAMAC CAPITAL, LLC 3Y 7.68% PARK CIRCLE Co 3Y 7Y 7.48% Focused Investors LLC 3Y 7Y 7.46% S&G Foundation 7.03% BARR E S & CO 3Y 7Y 7.0%

FAQ About Longbow Finance SA and GS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Longbow Finance SA reported owning GS?

Longbow Finance SA reported GS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GS position in Longbow Finance SA's portfolio?

The largest reported portfolio weight for GS was 2.62% in 2026 Q1.

What is the latest reported GS position on this page?

The most recent filing on this page is 2026 Q1, when Longbow Finance SA reported 17,116 shares, equal to 2.62% of portfolio, with an estimated market value of $14.5M.

What does the chart on this GS ownership page compare?

The chart compares Longbow Finance SA's quarterly GS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Longbow Finance SA time their GS position?

Based on 13F filing dates vs. subsequent GS price moves, Longbow Finance SA correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on GS relative to SPY over the holding period was +23.5%.

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