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Evergreen Advisors’s Goldman Sachs GS Stock Holding History

Evergreen 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 		$46.5K Buy
+55
New +$49.1K 0.01% 64

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

Evergreen Advisors's GS Position: Q1 2026 in Review

Evergreen Advisors opened a new position in Goldman Sachs (GS) in Q1 2026: 55 shares worth $46.5K. The stake represents 0.01% of the portfolio and ranks #64 among its holdings.

2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evergreen Advisors held 55 shares of Goldman Sachs worth $46.5K as of Q1 2026.
  • Goldman Sachs was a new Evergreen Advisors position in Q1 2026.
  • Goldman Sachs made up 0.01% of Evergreen Advisors's portfolio in Q1 2026, its #64 holding.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.