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Mosaic Financial Group’s Goldman Sachs GS Stock Holding History

Mosaic Financial Group’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 		$828K Buy
819
+3
+0.4% +$2.92K 0.53% 43
2026
Q1 		$690K Buy
816
+4
+0.5% +$3.57K 0.49% 44
2025
Q4 		$714K Buy
812
+5
+0.6% +$4.08K 0.49% 46
2025
Q3 		$643K Buy
807
+4
+0.5% +$2.96K 0.46% 47
2025
Q2 		$569K Buy
803
+3
+0.4% +$1.74K 0.44% 55
2025
Q1 		$437K Sell
800
-23
-3% -$13.8K 0.36% 62
2024
Q4 		$471K Buy
823
+5
+0.6% +$2.79K 0.34% 63
2024
Q3 		$405K Buy
818
+4
+0.5% +$1.96K 0.29% 70
2024
Q2 		$368K Buy
814
+5
+0.6% +$2.19K 0.26% 73
2024
Q1 		$338K Buy
+809
New +$314K 0.27% 76

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

Mosaic Financial Group's GS Position: Q2 2026 in Review

Mosaic Financial Group increased its Goldman Sachs (GS) stake by 0.37% in Q2 2026, buying an estimated $2.92K and bringing the position to 819 shares worth $828K. The position accounts for 0.53% of the portfolio, ranked #43.

Mosaic Financial Group first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Mosaic Financial Group held 819 shares of Goldman Sachs worth $828K as of Q2 2026.
  • Mosaic Financial Group bought 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up 0.53% of Mosaic Financial Group's portfolio in Q2 2026, its #43 holding.
  • Mosaic Financial Group first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.