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Berger Financial Group’s Goldman Sachs GS Stock Holding History

Berger Financial Group’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 		$1.11M Sell
1,312
-1
-0.1% -$892 0.06% 198
2025
Q4 		$1.15M Buy
1,313
+1
+0.1% +$816 0.07% 196
2025
Q3 		$1.05M Sell
1,312
-17
-1% -$12.6K 0.06% 200
2025
Q2 		$941K Sell
1,329
-46
-3% -$26.7K 0.06% 204
2025
Q1 		$751K Buy
1,375
+41
+3% +$24.7K 0.05% 212
2024
Q4 		$764K Sell
1,334
-2
-0.1% -$1.12K 0.05% 202
2024
Q3 		$662K Buy
1,336
+329
+33% +$161K 0.05% 195
2024
Q2 		$455K Buy
1,007
+11
+1% +$4.83K 0.04% 227
2024
Q1 		$416K Sell
996
-30
-3% -$11.6K 0.03% 230
2023
Q4 		$396K Sell
1,026
-54
-5% -$18K 0.04% 187
2023
Q3 		$350K Buy
1,080
+27
+3% +$9.02K 0.04% 188
2023
Q2 		$340K Sell
1,053
-102
-9% -$33.5K 0.04% 202
2023
Q1 		$378K Sell
1,155
-10
-0.9% -$3.48K 0.05% 181
2022
Q4 		$400K Sell
1,165
-28
-2% -$9.75K 0.05% 176
2022
Q3 		$350K Buy
1,193
+69
+6% +$22.4K 0.05% 167
2022
Q2 		$334K Buy
1,124
+191
+20% +$59.5K 0.05% 172
2022
Q1 		$308K Buy
933
+240
+35% +$84.8K 0.04% 205
2021
Q4 		$265K Hold
693
– – 0.04% 222
2021
Q3 		$262K Buy
693
+65
+10% +$25.4K 0.05% 175
2021
Q2 		$238K Buy
+628
New +$225K 0.04% 183

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

Berger Financial Group's GS Position: Q1 2026 in Review

Berger Financial Group reduced its Goldman Sachs (GS) stake by 0.08% in Q1 2026, selling an estimated $892 and leaving 1,312 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #198.

Berger Financial Group first reported a position in GS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Berger Financial Group held 1,312 shares of Goldman Sachs worth $1.11M as of Q1 2026.
  • Berger Financial Group sold 1 Goldman Sachs share in Q1 2026, an estimated $892.
  • Goldman Sachs made up 0.06% of Berger Financial Group's portfolio in Q1 2026, its #198 holding.
  • Berger Financial Group first reported a position in Goldman Sachs in Q2 2021 and has held it in 20 quarters since.
  • Berger Financial Group's Goldman Sachs position peaked at $1.15M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.