MFA Wealth Services’s Goldman Sachs GS Stock Holding History

MFA Wealth Services’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	$694K	Sell	686 -50	-7%	-$48.7K	0.41%	67
2026 Q1	$622K	Buy	736 +7	+1%	+$6.25K	0.41%	69
2025 Q4	$641K	Sell	729 -24	-3%	-$19.6K	0.43%	64
2025 Q3	$599K	Buy	753 +25	+3%	+$18.5K	0.41%	67
2025 Q2	$515K	Buy	728 +6	+0.8%	+$3.48K	0.39%	66
2025 Q1	$395K	Sell	722 -3	-0.4%	-$1.8K	0.32%	75
2024 Q4	$415K	Buy	+725	New	+$404K	0.33%	73

Other funds holding GS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

MFA Wealth Services reduced its Goldman Sachs (GS) stake by 6.8% in Q2 2026, selling an estimated $48.7K and leaving 686 shares worth $694K. The position accounts for 0.41% of the portfolio, ranked #67.

MFA Wealth Services first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 802 funds tracked by Wall St. Rank hold GS as of Q2 2026.

MFA Wealth Services held 686 shares of Goldman Sachs worth $694K as of Q2 2026.
MFA Wealth Services sold 50 Goldman Sachs shares in Q2 2026, an estimated $48.7K.
Goldman Sachs made up 0.41% of MFA Wealth Services's portfolio in Q2 2026, its #67 holding.
MFA Wealth Services first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
802 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.