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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Financial Group's GS Position: Q1 2026 in Review

Mosaic Financial Group increased its Goldman Sachs (GS) stake by 0.49% in Q1 2026, buying an estimated $3.57K and bringing the position to 816 shares worth $690K. The position accounts for 0.49% of the portfolio, ranked #44.

Mosaic Financial Group first reported a position in GS in Q1 2024 and has held it in 9 quarters since. The position peaked at $714K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Mosaic Financial Group held 816 shares of Goldman Sachs worth $690K as of Q1 2026.
Mosaic Financial Group bought 4 Goldman Sachs shares in Q1 2026, an estimated $3.57K.
Goldman Sachs made up 0.49% of Mosaic Financial Group's portfolio in Q1 2026, its #44 holding.
Mosaic Financial Group first reported a position in Goldman Sachs in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Goldman Sachs position peaked at $714K in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.