Jones Financial Companies
GS icon

Jones Financial Companies’s Goldman Sachs GS Stock Holding History

Jones Financial Companies’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 		$128M Buy
159,643
+113,703
+248% +$101M 0.06% 162
2025
Q4 		$40.4M Buy
45,940
+6,149
+15% +$5.02M 0.02% 206
2025
Q3 		$31.9M Buy
39,791
+5,975
+18% +$4.43M 0.02% 220
2025
Q2 		$23.4M Buy
33,816
+8,294
+32% +$4.81M 0.02% 233
2025
Q1 		$13.9M Buy
25,522
+5,765
+29% +$3.47M 0.01% 265
2024
Q4 		$11.3M Buy
19,757
+4,766
+32% +$2.66M 0.01% 242
2024
Q3 		$7.47M Buy
14,991
+7,202
+92% +$3.52M 0.01% 241
2024
Q2 		$3.52M Buy
7,789
+5,871
+306% +$2.58M ﹤0.01% 242
2024
Q1 		$801K Buy
1,918
+1,648
+610% +$640K ﹤0.01% 283
2023
Q4 		$104K Buy
270
+67
+33% +$22.4K ﹤0.01% 399
2023
Q3 		$65.7K Sell
203
-223
-52% -$74.5K ﹤0.01% 341
2023
Q2 		$137K Buy
426
+208
+95% +$68.4K ﹤0.01% 285
2023
Q1 		$71.3K Sell
218
-66
-23% -$23K ﹤0.01% 332
2022
Q4 		$98K Buy
284
+260
+1,083% +$90.5K ﹤0.01% 306
2022
Q3 		$7K Sell
24
-4
-14% -$1.3K ﹤0.01% 452
2022
Q2 		$8K Sell
28
-50
-64% -$15.6K ﹤0.01% 501
2022
Q1 		$26K Sell
78
-8
-9% -$2.83K ﹤0.01% 410
2021
Q4 		$33K Buy
86
+23
+37% +$9.11K ﹤0.01% 409
2021
Q3 		$24K Hold
63
– – ﹤0.01% 404
2021
Q2 		$24K Sell
63
-128
-67% -$45.8K ﹤0.01% 383
2021
Q1 		$62K Buy
191
+102
+115% +$31.8K ﹤0.01% 323
2020
Q4 		$23K Buy
+89
New +$19.8K ﹤0.01% 349
2013
Q4 		– Sell
-388
Closed -$61K – 367
2013
Q3 		$61K Sell
388
-41
-10% -$6.6K ﹤0.01% 276
2013
Q2 		$65K Buy
+429
New +$65.4K ﹤0.01% 296

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

Jones Financial Companies's GS Position: Q1 2026 in Review

Jones Financial Companies increased its Goldman Sachs (GS) stake by 248% in Q1 2026, buying an estimated $101M and bringing the position to 159,643 shares worth $128M. The position accounts for 0.06% of the portfolio, ranked #162.

Jones Financial Companies first reported a position in GS in Q2 2013 and has held it in 24 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Jones Financial Companies held 159,643 shares of Goldman Sachs worth $128M as of Q1 2026.
  • Jones Financial Companies bought 113,703 Goldman Sachs shares in Q1 2026, an estimated $101M.
  • Goldman Sachs made up 0.06% of Jones Financial Companies's portfolio in Q1 2026, its #162 holding.
  • Jones Financial Companies first reported a position in Goldman Sachs in Q2 2013 and has held it in 24 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.