My Personal CFO LLC’s Goldman Sachs GS Stock Holding History

My Personal CFO LLC’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	$261K	Sell	309 -5	-2%	-$4.46K	0.11%	79
2025 Q4	$276K	Buy	+314	New	+$256K	0.12%	80
2025 Q3	–	Sell	-305	Closed	-$216K	–	121
2025 Q2	$216K	Buy	+305	New	+$177K	0.1%	90
2023 Q1	–	Sell	-364	Closed	-$125K	–	380
2022 Q4	$125K	Buy	+364	New	+$127K	0.12%	81

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

My Personal CFO LLC's GS Position: Q1 2026 in Review

My Personal CFO LLC reduced its Goldman Sachs (GS) stake by 1.6% in Q1 2026, selling an estimated $4.46K and leaving 309 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #79.

My Personal CFO LLC first reported a position in GS in Q4 2022 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

My Personal CFO LLC held 309 shares of Goldman Sachs worth $261K as of Q1 2026.
My Personal CFO LLC sold 5 Goldman Sachs shares in Q1 2026, an estimated $4.46K.
Goldman Sachs made up 0.11% of My Personal CFO LLC's portfolio in Q1 2026, its #79 holding.
My Personal CFO LLC first reported a position in Goldman Sachs in Q4 2022 and has held it in 4 quarters since.
My Personal CFO LLC's Goldman Sachs position peaked at $276K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.