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Allium Financial Advisors’s Goldman Sachs GS Stock Holding History

Allium Financial Advisors’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
Q1 		$234K Hold
277
– – 0.19% 71
2025
Q4 		$243K Hold
277
– – 0.19% 66
2025
Q3 		$221K Buy
+277
New +$205K 0.18% 73

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allium Financial Advisors's GS Position: Q1 2026 in Review

Allium Financial Advisors held its Goldman Sachs (GS) position steady in Q1 2026 at 277 shares worth $234K. The position accounts for 0.19% of the portfolio, ranked #71.

Allium Financial Advisors first reported a position in GS in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Allium Financial Advisors held 277 shares of Goldman Sachs worth $234K as of Q1 2026.
  • Allium Financial Advisors left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.19% of Allium Financial Advisors's portfolio in Q1 2026, its #71 holding.
  • Allium Financial Advisors first reported a position in Goldman Sachs in Q3 2025 and has held it in 3 quarters since.
  • Allium Financial Advisors's Goldman Sachs position peaked at $243K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.