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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
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 $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

Fi3 Financial Advisors's GS Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Goldman Sachs (GS) stake by 9.6% in Q1 2026, buying an estimated $67.8K and bringing the position to 865 shares worth $731K. The position accounts for 0.21% of the portfolio, ranked #47.

Fi3 Financial Advisors first reported a position in GS in Q1 2024 and has held it in 9 quarters since. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Fi3 Financial Advisors held 865 shares of Goldman Sachs worth $731K as of Q1 2026.
  • Fi3 Financial Advisors bought 76 Goldman Sachs shares in Q1 2026, an estimated $67.8K.
  • Goldman Sachs made up 0.21% of Fi3 Financial Advisors's portfolio in Q1 2026, its #47 holding.
  • Fi3 Financial Advisors first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.