Davies Financial Advisors’s Goldman Sachs GS Stock Holding History

Davies 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	–	Sell	-284	Closed	-$250K	–	24
2025 Q4	$250K	Sell	284 -717	-72%	-$585K	0.46%	37
2025 Q3	$797K	Sell	1,001 -44	-4%	-$32.6K	0.65%	34
2025 Q2	$740K	Sell	1,045 -8	-0.8%	-$4.64K	0.57%	38
2025 Q1	$575K	Buy	1,053 +10	+1%	+$6.02K	0.49%	42
2024 Q4	$597K	Sell	1,043 -59	-5%	-$32.9K	0.51%	40
2024 Q3	$546K	Sell	1,102 -13	-1%	-$6.36K	0.48%	47
2024 Q2	$504K	Buy	1,115 +36	+3%	+$15.8K	0.47%	45
2024 Q1	$451K	Buy	+1,079	New	+$419K	0.46%	42

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Davies Financial Advisors sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 284 shares — an estimated $250K sold.

Davies Financial Advisors first reported a position in GS in Q1 2024 and held it in 8 quarters. The position peaked at $797K in Q3 2025. 3,000 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Davies Financial Advisors reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
Davies Financial Advisors sold 284 Goldman Sachs shares in Q1 2026, an estimated $250K.
Davies Financial Advisors first reported a position in Goldman Sachs in Q1 2024 and held it in 8 quarters.
Davies Financial Advisors's Goldman Sachs position peaked at $797K in Q3 2025.
3,000 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.