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COMPASS FINANCIAL MANAGEMENT LLC’s Goldman Sachs GS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$3.32M Buy
+3,207
New +$3.13M 0.4% 61

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Goldman Sachs (GS) in Q2 2026: 3,207 shares worth $3.32M. The stake represents 0.4% of the portfolio and ranks #61 among its holdings.

2,522 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,207 shares of Goldman Sachs worth $3.32M as of Q2 2026.
  • Goldman Sachs was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Goldman Sachs made up 0.4% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #61 holding.
  • 2,522 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.