My Personal CFO LLC
GS icon

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
Q3 		$319K Buy
354
+45
+15% +$46K 0.11% 81
2026
Q2 		$313K Hold
309
– – 0.12% 77
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

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

My Personal CFO LLC's GS Position: Q3 2026 in Review

My Personal CFO LLC increased its Goldman Sachs (GS) stake by 15% in Q3 2026, buying an estimated $46K and bringing the position to 354 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #81.

My Personal CFO LLC first reported a position in GS in Q4 2022 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • My Personal CFO LLC held 354 shares of Goldman Sachs worth $319K as of Q3 2026.
  • My Personal CFO LLC bought 45 Goldman Sachs shares in Q3 2026, an estimated $46K.
  • Goldman Sachs made up 0.11% of My Personal CFO LLC's portfolio in Q3 2026, its #81 holding.
  • My Personal CFO LLC first reported a position in Goldman Sachs in Q4 2022 and has held it in 6 quarters since.
  • 936 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.