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Financial Life Planners’s Goldman Sachs GS Stock Holding History

Financial Life Planners’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 		$1.1M Buy
1,084
+301
+38% +$293K 0.7% 16
2026
Q1 		$662K Buy
783
+18
+2% +$16.1K 0.51% 18
2025
Q4 		$673K Buy
765
+157
+26% +$128K 0.48% 23
2025
Q3 		$484K Buy
608
+134
+28% +$99.3K 0.33% 31
2025
Q2 		$336K Buy
474
+64
+16% +$37.1K 0.27% 45
2025
Q1 		$224K Buy
410
+386
+1,608% +$232K 0.22% 45
2024
Q4 		$13.8K Buy
+24
New +$13.4K 0.01% 236

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Financial Life Planners's GS Position: Q2 2026 in Review

Financial Life Planners increased its Goldman Sachs (GS) stake by 38% in Q2 2026, buying an estimated $293K and bringing the position to 1,084 shares worth $1.1M. The position accounts for 0.7% of the portfolio, ranked #16.

Financial Life Planners first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,451 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Financial Life Planners held 1,084 shares of Goldman Sachs worth $1.1M as of Q2 2026.
  • Financial Life Planners bought 301 Goldman Sachs shares in Q2 2026, an estimated $293K.
  • Goldman Sachs made up 0.7% of Financial Life Planners's portfolio in Q2 2026, its #16 holding.
  • Financial Life Planners first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.