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Financial Guidance Group’s Goldman Sachs GS Stock Holding History

Financial Guidance 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
Q2 		$355K Hold
351
– – 0.13% 73
2026
Q1 		$297K Hold
351
– – 0.12% 78
2025
Q4 		$309K Hold
351
– – 0.13% 78
2025
Q3 		$280K Hold
351
– – 0.13% 74
2025
Q2 		$248K Buy
+351
New +$203K 0.12% 76
2025
Q1 		– Sell
-351
Closed -$201K – 73
2024
Q4 		$201K Buy
+351
New +$196K 0.11% 70

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Financial Guidance Group's GS Position: Q2 2026 in Review

Financial Guidance Group held its Goldman Sachs (GS) position steady in Q2 2026 at 351 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #73.

Financial Guidance Group first reported a position in GS in Q4 2024 and has held it in 6 quarters since. 1,510 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Financial Guidance Group held 351 shares of Goldman Sachs worth $355K as of Q2 2026.
  • Financial Guidance Group left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.13% of Financial Guidance Group's portfolio in Q2 2026, its #73 holding.
  • Financial Guidance Group first reported a position in Goldman Sachs in Q4 2024 and has held it in 6 quarters since.
  • 1,510 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.