BFA
GS icon

Brendel Financial Advisors’s Goldman Sachs GS Stock Holding History

Brendel 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 		$302K Sell
357
-88
-20% -$78.5K 0.15% 75
2025
Q4 		$391K Sell
445
-29
-6% -$23.7K 0.19% 70
2025
Q3 		$377K Buy
474
+33
+7% +$24.5K 0.19% 72
2025
Q2 		$312K Buy
+441
New +$256K 0.17% 77

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

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

Brendel Financial Advisors reduced its Goldman Sachs (GS) stake by 20% in Q1 2026, selling an estimated $78.5K and leaving 357 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #75.

Brendel Financial Advisors first reported a position in GS in Q2 2025 and has held it in 4 quarters since. The position peaked at $391K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Brendel Financial Advisors held 357 shares of Goldman Sachs worth $302K as of Q1 2026.
  • Brendel Financial Advisors sold 88 Goldman Sachs shares in Q1 2026, an estimated $78.5K.
  • Goldman Sachs made up 0.15% of Brendel Financial Advisors's portfolio in Q1 2026, its #75 holding.
  • Brendel Financial Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • Brendel Financial Advisors's Goldman Sachs position peaked at $391K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.