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Ethos Financial Group’s Goldman Sachs GS Stock Holding History

Ethos 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 		$966K Sell
930
-4
-0.4% -$3.57K 0.07% 208
2025
Q4 		$821K Buy
934
+82
+10% +$66.9K 0.06% 226
2025
Q3 		$678K Buy
852
+14
+2% +$10.4K 0.05% 227
2025
Q2 		$593K Sell
838
-473
-36% -$274K 0.05% 242
2025
Q1 		$751K Hold
1,311
– – 0.07% 178
2024
Q4 		$751K Sell
1,311
-10
-0.8% -$5.58K 0.1% 121
2024
Q3 		$654K Sell
1,321
-186
-12% -$91K 0.11% 109
2024
Q2 		$690K Buy
1,507
+277
+23% +$122K 0.12% 107
2024
Q1 		$514K Buy
1,230
+470
+62% +$182K 0.1% 145
2023
Q4 		$293K Buy
+760
New +$254K 0.06% 198

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

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

Ethos Financial Group reduced its Goldman Sachs (GS) stake by 0.43% in Q1 2026, selling an estimated $3.57K and leaving 930 shares worth $966K. The position accounts for 0.07% of the portfolio, ranked #208.

Ethos Financial Group first reported a position in GS in Q4 2023 and has held it in 10 quarters since. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Ethos Financial Group held 930 shares of Goldman Sachs worth $966K as of Q1 2026.
  • Ethos Financial Group sold 4 Goldman Sachs shares in Q1 2026, an estimated $3.57K.
  • Goldman Sachs made up 0.07% of Ethos Financial Group's portfolio in Q1 2026, its #208 holding.
  • Ethos Financial Group first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.