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Beacon Financial Advisory’s Goldman Sachs GS Stock Holding History

Beacon Financial Advisory’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 		$1.79M Hold
2,110
– – 0.4% 54
2025
Q4 		$1.85M Sell
2,110
-48
-2% -$39.2K 0.43% 50
2025
Q3 		$1.72M Buy
2,158
+4
+0.2% +$2.96K 0.4% 53
2025
Q2 		$1.52M Sell
2,154
-39
-2% -$22.6K 0.39% 57
2025
Q1 		$1.2M Sell
2,193
-65
-3% -$39.1K 0.36% 70
2024
Q4 		$1.29M Hold
2,258
– – 0.42% 56
2024
Q3 		$1.12M Sell
2,258
-653
-22% -$319K 0.38% 66
2024
Q2 		$1.32M Buy
2,911
+1,193
+69% +$523K 0.49% 47
2024
Q1 		$718K Buy
1,718
+9
+0.5% +$3.49K 0.35% 92
2023
Q4 		$659K Sell
1,709
-20
-1% -$6.67K 0.32% 94
2023
Q3 		$559K Buy
1,729
+670
+63% +$224K 0.31% 103
2023
Q2 		$342K Buy
1,059
+273
+35% +$89.8K 0.2% 152
2023
Q1 		$257K Buy
786
+15
+2% +$5.22K 0.16% 166
2022
Q4 		$265K Sell
771
-315
-29% -$110K 0.19% 150
2022
Q3 		$318K Sell
1,086
-39
-3% -$12.6K 0.23% 138
2022
Q2 		$334K Buy
1,125
+18
+2% +$5.6K 0.19% 153
2022
Q1 		$365K Sell
1,107
-25
-2% -$8.83K 0.17% 152
2021
Q4 		$433K Buy
1,132
+80
+8% +$31.7K 0.2% 144
2021
Q3 		$398K Hold
1,052
– – 0.21% 143
2021
Q2 		$399K Buy
1,052
+270
+35% +$96.6K 0.21% 144
2021
Q1 		$256K Buy
+782
New +$243K 0.15% 176

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

Beacon Financial Advisory's GS Position: Q1 2026 in Review

Beacon Financial Advisory held its Goldman Sachs (GS) position steady in Q1 2026 at 2,110 shares worth $1.79M. The position accounts for 0.4% of the portfolio, ranked #54.

Beacon Financial Advisory first reported a position in GS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.85M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Beacon Financial Advisory held 2,110 shares of Goldman Sachs worth $1.79M as of Q1 2026.
  • Beacon Financial Advisory left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.4% of Beacon Financial Advisory's portfolio in Q1 2026, its #54 holding.
  • Beacon Financial Advisory first reported a position in Goldman Sachs in Q1 2021 and has held it in 21 quarters since.
  • Beacon Financial Advisory's Goldman Sachs position peaked at $1.85M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.