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Copley Financial Group’s Goldman Sachs GS Stock Holding History

Copley Financial Group’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 		$574K Sell
678
-66
-9% -$58.9K 0.35% 40
2025
Q4 		$654K Sell
744
-76
-9% -$62K 0.4% 33
2025
Q3 		$653K Sell
820
-170
-17% -$126K 0.45% 33
2025
Q2 		$701K Sell
990
-185
-16% -$107K 0.52% 29
2025
Q1 		$642K Sell
1,175
-24
-2% -$14.4K 0.49% 37
2024
Q4 		$687K Sell
1,199
-84
-7% -$46.9K 0.53% 31
2024
Q3 		$635K Buy
+1,283
New +$628K 0.58% 35

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

Copley Financial Group's GS Position: Q1 2026 in Review

Copley Financial Group reduced its Goldman Sachs (GS) stake by 8.9% in Q1 2026, selling an estimated $58.9K and leaving 678 shares worth $574K. The position accounts for 0.35% of the portfolio, ranked #40.

Copley Financial Group first reported a position in GS in Q3 2024 and has held it in 7 quarters since. The position peaked at $701K in Q2 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Copley Financial Group held 678 shares of Goldman Sachs worth $574K as of Q1 2026.
  • Copley Financial Group sold 66 Goldman Sachs shares in Q1 2026, an estimated $58.9K.
  • Goldman Sachs made up 0.35% of Copley Financial Group's portfolio in Q1 2026, its #40 holding.
  • Copley Financial Group first reported a position in Goldman Sachs in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Goldman Sachs position peaked at $701K in Q2 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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