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Fi3 Financial Advisors’s Goldman Sachs GS Stock Holding History

Fi3 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
Q2 		$220K Buy
2,586
+1,721
+199% +$1.68M 0.05% 218
2026
Q1 		$731K Buy
865
+76
+10% +$67.8K 0.21% 47
2025
Q4 		$693K Buy
789
+6
+0.8% +$4.9K 0.21% 48
2025
Q3 		$623K Hold
783
– – 0.21% 44
2025
Q2 		$554K Buy
783
+23
+3% +$13.3K 0.2% 45
2025
Q1 		$415K Sell
760
-127
-14% -$76.4K 0.17% 57
2024
Q4 		$508K Buy
887
+79
+10% +$44.1K 0.19% 49
2024
Q3 		$400K Buy
808
+230
+40% +$112K 0.16% 48
2024
Q2 		$261K Hold
578
– – 0.12% 64
2024
Q1 		$253K Buy
+578
New +$224K 0.12% 61

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fi3 Financial Advisors's GS Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Goldman Sachs (GS) stake by 199% in Q2 2026, buying an estimated $1.68M and bringing the position to 2,586 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #218.

Fi3 Financial Advisors first reported a position in GS in Q1 2024 and has held it in 10 quarters since. The position peaked at $731K in Q1 2026. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Fi3 Financial Advisors held 2,586 shares of Goldman Sachs worth $220K as of Q2 2026.
  • Fi3 Financial Advisors bought 1,721 Goldman Sachs shares in Q2 2026, an estimated $1.68M.
  • Goldman Sachs made up 0.05% of Fi3 Financial Advisors's portfolio in Q2 2026, its #218 holding.
  • Fi3 Financial Advisors first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • Fi3 Financial Advisors's Goldman Sachs position peaked at $731K in Q1 2026.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.