Brown Financial Advisors’s Goldman Sachs GS Stock Holding History

Brown 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	$2.7M	Sell	3,193 -363	-10%	-$324K	1.02%	24
2025 Q4	$3.13M	Sell	3,556 -346	-9%	-$282K	1.14%	22
2025 Q3	$3.11M	Sell	3,902 -113	-3%	-$83.7K	1.15%	24
2025 Q2	$2.84M	Sell	4,015 -405	-9%	-$235K	1.11%	27
2025 Q1	$2.41M	Buy	4,420 +502	+13%	+$302K	1%	36
2024 Q4	$2.24M	Sell	3,918 -64	-2%	-$35.7K	0.9%	33
2024 Q3	$1.97M	Sell	3,982 -684	-15%	-$335K	0.81%	37
2024 Q2	$2.11M	Buy	+4,666	New	+$2.05M	0.94%	30

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Brown Financial Advisors reduced its Goldman Sachs (GS) stake by 10% in Q1 2026, selling an estimated $324K and leaving 3,193 shares worth $2.7M. The position accounts for 1.02% of the portfolio, ranked #24.

Brown Financial Advisors first reported a position in GS in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.13M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Brown Financial Advisors held 3,193 shares of Goldman Sachs worth $2.7M as of Q1 2026.
Brown Financial Advisors sold 363 Goldman Sachs shares in Q1 2026, an estimated $324K.
Goldman Sachs made up 1.02% of Brown Financial Advisors's portfolio in Q1 2026, its #24 holding.
Brown Financial Advisors first reported a position in Goldman Sachs in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's Goldman Sachs position peaked at $3.13M in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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