Empire Financial Management Company’s Goldman Sachs GS Stock Holding History

Empire Financial Management Company’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	$3.16M	Sell	3,733 -906	-20%	-$808K	0.71%	46
2025 Q4	$4.08M	Sell	4,639 -59	-1%	-$48.1K	0.89%	31
2025 Q3	$3.74M	Buy	4,698 +70	+2%	+$51.9K	0.86%	35
2025 Q2	$3.28M	Buy	4,628 +246	+6%	+$143K	0.95%	32
2025 Q1	$2.39M	Buy	4,382 +936	+27%	+$563K	0.74%	40
2024 Q4	$1.97M	Buy	3,446 +171	+5%	+$95.4K	0.62%	53
2024 Q3	$1.62M	Buy	3,275 +103	+3%	+$50.4K	0.5%	66
2024 Q2	$1.43M	Buy	3,172 +178	+6%	+$78.1K	0.47%	68
2024 Q1	$1.25M	Buy	2,994 +362	+14%	+$140K	0.41%	73
2023 Q4	$1.02M	Buy	2,632 +139	+6%	+$46.4K	0.4%	69
2023 Q3	$807K	Buy	2,493 +10	+0.4%	+$3.34K	0.35%	81
2023 Q2	$801K	Buy	2,483 +157	+7%	+$51.6K	0.32%	85
2023 Q1	$761K	Buy	+2,326	New	+$810K	0.31%	86

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empire Financial Management Company's GS Position: Q1 2026 in Review

Empire Financial Management Company reduced its Goldman Sachs (GS) stake by 20% in Q1 2026, selling an estimated $808K and leaving 3,733 shares worth $3.16M. The position accounts for 0.71% of the portfolio, ranked #46.

Empire Financial Management Company first reported a position in GS in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.08M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Empire Financial Management Company held 3,733 shares of Goldman Sachs worth $3.16M as of Q1 2026.
Empire Financial Management Company sold 906 Goldman Sachs shares in Q1 2026, an estimated $808K.
Goldman Sachs made up 0.71% of Empire Financial Management Company's portfolio in Q1 2026, its #46 holding.
Empire Financial Management Company first reported a position in Goldman Sachs in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's Goldman Sachs position peaked at $4.08M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.