J. Safra Asset Management’s Goldman Sachs GS Stock Holding History

J. Safra Asset Management’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	$5.08K	Buy	+6	New	+$5.35K	﹤0.01%	468
2025 Q1	–	Sell	-621	Closed	-$356K	–	362
2024 Q4	$356K	Buy	621 +276	+80%	+$154K	0.03%	77
2024 Q3	$172K	Buy	345 +77	+29%	+$37.7K	0.02%	85
2024 Q2	$121K	Buy	268 +176	+191%	+$77.2K	0.01%	82
2024 Q1	$38.4K	Buy	92 +81	+736%	+$31.4K	﹤0.01%	104
2023 Q4	$4.24K	Buy	+11	New	+$3.67K	﹤0.01%	110
2016 Q4	–	Sell	-160	Closed	-$26K	–	69
2016 Q3	$26K	Hold	160	–	–	0.05%	120
2016 Q2	$24K	Buy	+160	New	+$25K	0.04%	191

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J. Safra Asset Management's GS Position: Q1 2026 in Review

J. Safra Asset Management opened a new position in Goldman Sachs (GS) in Q1 2026: 6 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: J. Safra Asset Management previously reported a position in GS as recently as Q4 2024.

J. Safra Asset Management first reported a position in GS in Q2 2016 and has held it in 8 quarters since. The position peaked at $356K in Q4 2024. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

J. Safra Asset Management held 6 shares of Goldman Sachs worth $5.08K as of Q1 2026.
Goldman Sachs was a new J. Safra Asset Management position in Q1 2026.
Goldman Sachs made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #468 holding.
J. Safra Asset Management first reported a position in Goldman Sachs in Q2 2016 and has held it in 8 quarters since.
J. Safra Asset Management's Goldman Sachs position peaked at $356K in Q4 2024.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.