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Francis Financial’s Goldman Sachs GS Stock Holding History

Francis Financial’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 		$920K Buy
1,087
+10
+0.9% +$8.92K 0.17% 51
2025
Q4 		$947K Buy
1,077
+206
+24% +$168K 0.18% 51
2025
Q3 		$832K Buy
871
+129
+17% +$95.6K 0.15% 51
2025
Q2 		$525K Buy
742
+10
+1% +$5.79K 0.12% 57
2025
Q1 		$400K Sell
732
-148
-17% -$89.1K 0.1% 59
2024
Q4 		$411K Buy
880
+163
+23% +$90.9K 0.1% 61
2024
Q3 		$355K Buy
717
+15
+2% +$7.34K 0.09% 66
2024
Q2 		$318K Buy
702
+64
+10% +$28.1K 0.1% 65
2024
Q1 		$266K Buy
638
+54
+9% +$21K 0.09% 61
2023
Q4 		$225K Buy
+584
New +$195K 0.1% 54

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

Francis Financial's GS Position: Q1 2026 in Review

Francis Financial increased its Goldman Sachs (GS) stake by 0.93% in Q1 2026, buying an estimated $8.92K and bringing the position to 1,087 shares worth $920K. The position accounts for 0.17% of the portfolio, ranked #51.

Francis Financial first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $947K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Francis Financial held 1,087 shares of Goldman Sachs worth $920K as of Q1 2026.
  • Francis Financial bought 10 Goldman Sachs shares in Q1 2026, an estimated $8.92K.
  • Goldman Sachs made up 0.17% of Francis Financial's portfolio in Q1 2026, its #51 holding.
  • Francis Financial first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
  • Francis Financial's Goldman Sachs position peaked at $947K in Q4 2025.
  • 2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

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