Center for Financial Planning’s Goldman Sachs GS Stock Holding History

Center for Financial Planning’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 Q2	$28.3K	Hold	28	–	–	﹤0.01%	393
2026 Q1	$23.7K	Hold	28	–	–	﹤0.01%	398
2025 Q4	$24.6K	Hold	28	–	–	﹤0.01%	391
2025 Q3	$22.3K	Hold	28	–	–	﹤0.01%	405
2025 Q2	$19.8K	Hold	28	–	–	﹤0.01%	394
2025 Q1	$15.3K	Hold	28	–	–	﹤0.01%	424
2024 Q4	$16K	Hold	28	–	–	﹤0.01%	368
2024 Q3	$13.9K	Hold	28	–	–	﹤0.01%	368
2024 Q2	$12.7K	Hold	28	–	–	﹤0.01%	368
2024 Q1	$11.7K	Hold	28	–	–	﹤0.01%	390
2023 Q4	$10.8K	Buy	28 +5	+22%	+$1.67K	﹤0.01%	362
2023 Q3	$7.44K	Hold	23	–	–	﹤0.01%	385
2023 Q2	$7.42K	Hold	23	–	–	﹤0.01%	417
2023 Q1	$7.52K	Hold	23	–	–	﹤0.01%	389
2022 Q4	$7.9K	Hold	23	–	–	﹤0.01%	380
2022 Q3	$7K	Hold	23	–	–	﹤0.01%	391
2022 Q2	$7K	Hold	23	–	–	﹤0.01%	394
2022 Q1	$8K	Hold	23	–	–	﹤0.01%	397
2021 Q4	$9K	Hold	23	–	–	﹤0.01%	391
2021 Q3	$9K	Hold	23	–	–	﹤0.01%	372
2021 Q2	$9K	Hold	23	–	–	﹤0.01%	375
2021 Q1	$8K	Hold	23	–	–	﹤0.01%	410
2020 Q4	$6K	Hold	23	–	–	﹤0.01%	385
2020 Q3	$5K	Hold	23	–	–	﹤0.01%	357
2020 Q2	$5K	Hold	23	–	–	﹤0.01%	362
2020 Q1	$4K	Hold	23	–	–	﹤0.01%	436
2019 Q4	$5K	Buy	+23	New	+$4.99K	﹤0.01%	369

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Center for Financial Planning's GS Position: Q2 2026 in Review

Center for Financial Planning held its Goldman Sachs (GS) position steady in Q2 2026 at 28 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Center for Financial Planning first reported a position in GS in Q4 2019 and has held it in 27 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Center for Financial Planning held 28 shares of Goldman Sachs worth $28.3K as of Q2 2026.
Center for Financial Planning left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #393 holding.
Center for Financial Planning first reported a position in Goldman Sachs in Q4 2019 and has held it in 27 quarters since.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.