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Independent Financial Group’s Goldman Sachs GS Stock Holding History

Independent Financial 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 		$7.23M Buy
7,150
+1,128
+19% +$1.1M 0.14% 146
2026
Q1 		$5.09M Buy
6,022
+1,711
+40% +$1.53M 0.11% 173
2025
Q4 		$3.79M Buy
4,311
+848
+24% +$692K 0.08% 220
2025
Q3 		$2.76M Sell
3,463
-1,067
-24% -$791K 0.07% 292
2025
Q2 		$3.21M Buy
4,530
+1,421
+46% +$823K 0.09% 221
2025
Q1 		$1.7M Sell
3,109
-196
-6% -$118K 0.06% 323
2024
Q4 		$1.89M Buy
3,305
+269
+9% +$150K 0.06% 310
2024
Q3 		$1.5M Buy
3,036
+1,518
+100% +$742K 0.06% 337
2024
Q2 		$687K Sell
1,518
-29
-2% -$12.7K 0.03% 503
2024
Q1 		$646K Buy
1,547
+218
+16% +$84.6K 0.03% 501
2023
Q4 		$513K Sell
1,329
-56
-4% -$18.7K 0.03% 545
2023
Q3 		$448K Buy
1,385
+662
+92% +$221K 0.03% 528
2023
Q2 		$233K Sell
723
-138
-16% -$45.4K 0.02% 761
2023
Q1 		$282K Sell
861
-160
-16% -$55.7K 0.02% 632
2022
Q4 		$351K Sell
1,021
-1
-0.1% -$348 0.03% 521
2022
Q3 		$299K Buy
1,022
+195
+24% +$63.2K 0.03% 543
2022
Q2 		$246K Sell
827
-235
-22% -$73.2K 0.03% 568
2022
Q1 		$351K Buy
1,062
+65
+7% +$23K 0.03% 545
2021
Q4 		$381K Sell
997
-61
-6% -$24.1K 0.03% 507
2021
Q3 		$400K Buy
1,058
+127
+14% +$49.6K 0.04% 429
2021
Q2 		$353K Buy
+931
New +$333K 0.04% 477

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

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

Independent Financial Group increased its Goldman Sachs (GS) stake by 19% in Q2 2026, buying an estimated $1.1M and bringing the position to 7,150 shares worth $7.23M. The position accounts for 0.14% of the portfolio, ranked #146.

Independent Financial Group first reported a position in GS in Q2 2021 and has held it in 21 quarters since. 3,153 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Independent Financial Group held 7,150 shares of Goldman Sachs worth $7.23M as of Q2 2026.
  • Independent Financial Group bought 1,128 Goldman Sachs shares in Q2 2026, an estimated $1.1M.
  • Goldman Sachs made up 0.14% of Independent Financial Group's portfolio in Q2 2026, its #146 holding.
  • Independent Financial Group first reported a position in Goldman Sachs in Q2 2021 and has held it in 21 quarters since.
  • 3,153 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.