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MBL Wealth’s Goldman Sachs GS Stock Holding History

MBL Wealth’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 		$2.4M Sell
2,372
-82
-3% -$79.9K 0.16% 82
2026
Q1 		$2.08M Sell
2,454
-33
-1% -$29.4K 0.16% 81
2025
Q4 		$2.19M Buy
2,487
+482
+24% +$393K 0.18% 80
2025
Q3 		$1.6M Sell
2,005
-74
-4% -$54.8K 0.14% 83
2025
Q2 		$1.47M Sell
2,079
-86
-4% -$49.8K 0.14% 83
2025
Q1 		$1.18M Buy
2,165
+95
+5% +$57.2K 0.12% 83
2024
Q4 		$1.19M Sell
2,070
-142
-6% -$79.2K 0.12% 86
2024
Q3 		$1.1M Buy
2,212
+3
+0.1% +$1.47K 0.12% 89
2024
Q2 		$999K Sell
2,209
-225
-9% -$98.7K 0.11% 90
2024
Q1 		$1.02M Sell
2,434
-262
-10% -$102K 0.12% 86
2023
Q4 		$1.04M Buy
2,696
+2
+0.1% +$668 0.13% 80
2023
Q3 		$872K Sell
2,694
-139
-5% -$46.4K 0.12% 79
2023
Q2 		$914K Buy
2,833
+50
+2% +$16.4K 0.13% 75
2023
Q1 		$910K Buy
2,783
+49
+2% +$17.1K 0.14% 70
2022
Q4 		$939K Buy
2,734
+13
+0.5% +$4.53K 0.18% 67
2022
Q3 		$797K Buy
2,721
+64
+2% +$20.7K 0.17% 71
2022
Q2 		$789K Buy
2,657
+260
+11% +$80.9K 0.2% 69
2022
Q1 		$791K Buy
+2,397
New +$847K 0.19% 72
2021
Q1 		$698K Buy
2,133
+190
+10% +$59.2K 0.24% 64
2020
Q4 		$512K Buy
+1,943
New +$433K 0.2% 72

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

MBL Wealth's GS Position: Q2 2026 in Review

MBL Wealth reduced its Goldman Sachs (GS) stake by 3.3% in Q2 2026, selling an estimated $79.9K and leaving 2,372 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #82.

MBL Wealth first reported a position in GS in Q4 2020 and has held it in 20 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • MBL Wealth held 2,372 shares of Goldman Sachs worth $2.4M as of Q2 2026.
  • MBL Wealth sold 82 Goldman Sachs shares in Q2 2026, an estimated $79.9K.
  • Goldman Sachs made up 0.16% of MBL Wealth's portfolio in Q2 2026, its #82 holding.
  • MBL Wealth first reported a position in Goldman Sachs in Q4 2020 and has held it in 20 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.