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Barnes Pettey Financial Advisors’s Goldman Sachs GS Stock Holding History

Barnes Pettey 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 		$279K Hold
330
– – 0.12% 129
2025
Q4 		$290K Hold
330
– – 0.14% 112
2025
Q3 		$263K Buy
+330
New +$245K 0.14% 110

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

Barnes Pettey Financial Advisors's GS Position: Q1 2026 in Review

Barnes Pettey Financial Advisors held its Goldman Sachs (GS) position steady in Q1 2026 at 330 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #129.

Barnes Pettey Financial Advisors first reported a position in GS in Q3 2025 and has held it in 3 quarters since. The position peaked at $290K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Barnes Pettey Financial Advisors held 330 shares of Goldman Sachs worth $279K as of Q1 2026.
  • Barnes Pettey Financial Advisors left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.12% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #129 holding.
  • Barnes Pettey Financial Advisors first reported a position in Goldman Sachs in Q3 2025 and has held it in 3 quarters since.
  • Barnes Pettey Financial Advisors's Goldman Sachs position peaked at $290K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.