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Allworth Financial’s Goldman Sachs GS Stock Holding History

Allworth 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
Q1 		$9.63M Buy
11,381
+1,210
+12% +$1.08M 0.04% 254
2025
Q4 		$8.94M Buy
10,171
+1,112
+12% +$907K 0.04% 249
2025
Q3 		$7.21M Buy
9,059
+3,775
+71% +$2.8M 0.03% 257
2025
Q2 		$3.74M Buy
5,284
+467
+10% +$271K 0.02% 359
2025
Q1 		$2.63M Sell
4,817
-528
-10% -$318K 0.01% 351
2024
Q4 		$3.38M Buy
5,345
+579
+12% +$323K 0.02% 316
2024
Q3 		$2.36M Sell
4,766
-1,064
-18% -$520K 0.01% 312
2024
Q2 		$2.83M Sell
5,830
-1,558
-21% -$684K 0.02% 274
2024
Q1 		$3.09M Buy
7,388
+648
+10% +$251K 0.02% 247
2023
Q4 		$2.6M Sell
6,740
-97
-1% -$32.4K 0.02% 268
2023
Q3 		$2.21M Buy
6,837
+599
+10% +$200K 0.02% 264
2023
Q2 		$2.01M Buy
6,238
+1,949
+45% +$641K 0.02% 279
2023
Q1 		$1.4M Sell
4,289
-122
-3% -$42.5K 0.01% 312
2022
Q4 		$1.51M Sell
4,411
-787
-15% -$274K 0.02% 290
2022
Q3 		$1.52M Buy
5,198
+533
+11% +$173K 0.02% 259
2022
Q2 		$1.39M Sell
4,665
-433
-8% -$135K 0.02% 259
2022
Q1 		$1.68M Buy
5,098
+1,130
+28% +$399K 0.02% 239
2021
Q4 		$1.52M Buy
3,968
+730
+23% +$289K 0.02% 230
2021
Q3 		$1.22M Sell
3,238
-63
-2% -$24.6K 0.02% 216
2021
Q2 		$1.25M Buy
3,301
+26
+0.8% +$9.3K 0.02% 169
2021
Q1 		$1.07M Buy
3,275
+3,050
+1,356% +$950K 0.02% 160
2020
Q4 		$59K Buy
225
+112
+99% +$24.9K ﹤0.01% 445
2020
Q3 		$23K Hold
113
– – ﹤0.01% 548
2020
Q2 		$22K Sell
113
-74
-40% -$13.9K ﹤0.01% 570
2020
Q1 		$29K Buy
187
+76
+68% +$16.1K ﹤0.01% 497
2019
Q4 		$26K Sell
111
-107
-49% -$23.2K ﹤0.01% 475
2019
Q3 		$45K Buy
218
+1
+0.5% +$209 ﹤0.01% 343
2019
Q2 		$44K Hold
217
– – ﹤0.01% 342
2019
Q1 		$42K Buy
217
+1
+0.5% +$193 ﹤0.01% 342
2018
Q4 		$36K Buy
216
+4
+2% +$807 ﹤0.01% 328
2018
Q3 		$47K Buy
212
+1
+0.5% +$233 ﹤0.01% 303
2018
Q2 		$47K Buy
211
+100
+90% +$23.8K ﹤0.01% 289
2018
Q1 		$28K Sell
111
-1
-0.9% -$260 ﹤0.01% 323
2017
Q4 		$29K Buy
112
+3
+3% +$736 ﹤0.01% 314
2017
Q3 		$26K Hold
109
– – ﹤0.01% 323
2017
Q2 		$24K Buy
109
+1
+0.9% +$222 ﹤0.01% 343
2017
Q1 		$25K Sell
108
-400
-79% -$96.6K ﹤0.01% 325
2016
Q4 		$122K Hold
508
– – 0.01% 141
2016
Q3 		$82K Buy
508
+1
+0.2% +$163 0.01% 164
2016
Q2 		$75K Hold
507
– – 0.01% 171
2016
Q1 		$80K Buy
507
+1
+0.2% +$155 0.01% 169
2015
Q4 		$91K Hold
506
– – 0.02% 155
2015
Q3 		$88K Hold
506
– – 0.03% 147
2015
Q2 		$106K Buy
506
+1
+0.2% +$204 0.04% 134
2015
Q1 		$95K Buy
+505
New +$93.9K 0.04% 149

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

Allworth Financial's GS Position: Q1 2026 in Review

Allworth Financial increased its Goldman Sachs (GS) stake by 12% in Q1 2026, buying an estimated $1.08M and bringing the position to 11,381 shares worth $9.63M. The position accounts for 0.04% of the portfolio, ranked #254.

Allworth Financial first reported a position in GS in Q1 2015 and has held it in 45 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Allworth Financial held 11,381 shares of Goldman Sachs worth $9.63M as of Q1 2026.
  • Allworth Financial bought 1,210 Goldman Sachs shares in Q1 2026, an estimated $1.08M.
  • Goldman Sachs made up 0.04% of Allworth Financial's portfolio in Q1 2026, its #254 holding.
  • Allworth Financial first reported a position in Goldman Sachs in Q1 2015 and has held it in 45 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.