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Evernest Financial Advisors’s Goldman Sachs GS Stock Holding History

Evernest 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 		$3.5M Buy
3,730
+28
+0.8% +$25K 0.73% 26
2025
Q4 		$3.49M Buy
3,702
+523
+16% +$427K 0.73% 28
2025
Q3 		$2.53M Buy
3,179
+10
+0.3% +$7.41K 0.71% 29
2025
Q2 		$2.24M Buy
3,169
+358
+13% +$207K 0.73% 29
2025
Q1 		$1.54M Buy
2,811
+706
+34% +$425K 0.55% 32
2024
Q4 		$1.21M Sell
2,105
-53
-2% -$29.6K 0.31% 53
2024
Q3 		$1.07M Sell
2,158
-65
-3% -$31.8K 0.29% 61
2024
Q2 		$1.01M Buy
2,223
+426
+24% +$187K 0.45% 51
2024
Q1 		$726K Sell
1,797
-202
-10% -$78.4K 0.34% 63
2023
Q4 		$771K Buy
+1,999
New +$667K 0.39% 62
2021
Q4 		$612K Buy
+1,592
New +$630K 0.32% 73

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

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

Evernest Financial Advisors increased its Goldman Sachs (GS) stake by 0.76% in Q1 2026, buying an estimated $25K and bringing the position to 3,730 shares worth $3.5M. The position accounts for 0.73% of the portfolio, ranked #26.

Evernest Financial Advisors first reported a position in GS in Q4 2021 and has held it in 11 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evernest Financial Advisors held 3,730 shares of Goldman Sachs worth $3.5M as of Q1 2026.
  • Evernest Financial Advisors bought 28 Goldman Sachs shares in Q1 2026, an estimated $25K.
  • Goldman Sachs made up 0.73% of Evernest Financial Advisors's portfolio in Q1 2026, its #26 holding.
  • Evernest Financial Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 11 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.