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Coordinated Financial Services’s Goldman Sachs GS Stock Holding History

Coordinated Financial Services’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 		$453K Buy
536
+34
+7% +$30.3K 0.26% 107
2025
Q4 		$441K Buy
502
+62
+14% +$50.6K 0.25% 112
2025
Q3 		$350K Sell
440
-98
-18% -$72.6K 0.22% 112
2025
Q2 		$381K Sell
538
-163
-23% -$94.5K 0.26% 106
2025
Q1 		$383K Buy
701
+192
+38% +$116K 0.29% 97
2024
Q4 		$291K Buy
+509
New +$284K 0.23% 115
2024
Q2 		$221K Buy
+489
New +$215K 0.19% 122

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

Coordinated Financial Services's GS Position: Q1 2026 in Review

Coordinated Financial Services increased its Goldman Sachs (GS) stake by 6.8% in Q1 2026, buying an estimated $30.3K and bringing the position to 536 shares worth $453K. The position accounts for 0.26% of the portfolio, ranked #107.

Coordinated Financial Services first reported a position in GS in Q2 2024 and has held it in 7 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Coordinated Financial Services held 536 shares of Goldman Sachs worth $453K as of Q1 2026.
  • Coordinated Financial Services bought 34 Goldman Sachs shares in Q1 2026, an estimated $30.3K.
  • Goldman Sachs made up 0.26% of Coordinated Financial Services's portfolio in Q1 2026, its #107 holding.
  • Coordinated Financial Services first reported a position in Goldman Sachs in Q2 2024 and has held it in 7 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.