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MFA Wealth Advisors’s Goldman Sachs GS Stock Holding History

MFA Wealth Advisors’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 		$9.11M Sell
9,006
-473
-5% -$461K 1.55% 20
2026
Q1 		$8.02M Buy
9,479
+409
+5% +$365K 1.58% 20
2025
Q4 		$7.97M Buy
9,070
+277
+3% +$226K 1.69% 19
2025
Q3 		$7M Buy
8,793
+240
+3% +$178K 1.53% 20
2025
Q2 		$6.05M Buy
8,553
+4,903
+134% +$2.84M 1.42% 21
2025
Q1 		$1.99M Buy
+3,650
New +$2.2M 0.49% 35
2024
Q4 		– Sell
-1
Closed -$495 – 198
2024
Q3 		$495 Sell
1
-3
-75% -$1.47K ﹤0.01% 474
2024
Q2 		$1.81K Buy
+4
New +$1.75K ﹤0.01% 447
2024
Q1 		– Sell
-8,832
Closed -$3.41M – 91
2023
Q4 		$3.41M Buy
8,832
+357
+4% +$119K 0.96% 26
2023
Q3 		$2.74M Buy
8,475
+547
+7% +$183K 0.85% 26
2023
Q2 		$2.56M Buy
7,928
+342
+5% +$112K 0.81% 26
2023
Q1 		$2.48M Buy
7,586
+315
+4% +$110K 0.82% 25
2022
Q4 		$2.5M Sell
7,271
-86
-1% -$29.9K 0.9% 24
2022
Q3 		$2.16M Buy
7,357
+2,078
+39% +$673K 0.8% 26
2022
Q2 		$1.56M Buy
+5,279
New +$1.64M 0.57% 30
2020
Q3 		– Sell
-29
Closed -$5.73K – 106
2020
Q2 		$5.73K Buy
+29
New +$5.44K ﹤0.01% 194

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFA Wealth Advisors's GS Position: Q2 2026 in Review

MFA Wealth Advisors reduced its Goldman Sachs (GS) stake by 5% in Q2 2026, selling an estimated $461K and leaving 9,006 shares worth $9.11M. The position accounts for 1.55% of the portfolio, ranked #20.

MFA Wealth Advisors first reported a position in GS in Q2 2020 and has held it in 16 quarters since. 1,414 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • MFA Wealth Advisors held 9,006 shares of Goldman Sachs worth $9.11M as of Q2 2026.
  • MFA Wealth Advisors sold 473 Goldman Sachs shares in Q2 2026, an estimated $461K.
  • Goldman Sachs made up 1.55% of MFA Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • MFA Wealth Advisors first reported a position in Goldman Sachs in Q2 2020 and has held it in 16 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.