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Northern Financial Advisors’s Goldman Sachs GS Stock Holding History

Northern Financial Advisors’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 		$3.13M Buy
3,704
+1,394
+60% +$1.24M 2.28% 12
2025
Q4 		$2.03M Sell
2,310
-1,451
-39% -$1.18M 2.32% 10
2025
Q3 		$3M Buy
3,761
+10
+0.3% +$7.41K 1.57% 16
2025
Q2 		$2.65M Sell
3,751
-7
-0.2% -$4.06K 1.99% 13
2025
Q1 		$2.05M Sell
3,758
-2
-0.1% -$1.2K 1.7% 12
2024
Q4 		$2.15M Sell
3,760
-96
-2% -$53.5K 1.72% 14
2024
Q3 		$1.91M Buy
3,856
+48
+1% +$23.5K 1.45% 20
2024
Q2 		$1.72M Buy
3,808
+25
+0.7% +$11K 1.38% 21
2024
Q1 		$1.58M Buy
3,783
+40
+1% +$15.5K 1.23% 22
2023
Q4 		$1.44M Buy
3,743
+416
+13% +$139K 1.22% 23
2023
Q3 		$1.08M Buy
3,327
+58
+2% +$19.4K 0.99% 26
2023
Q2 		$1.05M Buy
3,269
+299
+10% +$98.3K 0.93% 30
2023
Q1 		$972K Sell
2,970
-241
-8% -$83.9K 0.91% 32
2022
Q4 		$1.1M Buy
+3,211
New +$1.12M 1.25% 24

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Financial Advisors's GS Position: Q1 2026 in Review

Northern Financial Advisors increased its Goldman Sachs (GS) stake by 60% in Q1 2026, buying an estimated $1.24M and bringing the position to 3,704 shares worth $3.13M. The position accounts for 2.28% of the portfolio, ranked #12.

Northern Financial Advisors first reported a position in GS in Q4 2022 and has held it in 14 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Northern Financial Advisors held 3,704 shares of Goldman Sachs worth $3.13M as of Q1 2026.
  • Northern Financial Advisors bought 1,394 Goldman Sachs shares in Q1 2026, an estimated $1.24M.
  • Goldman Sachs made up 2.28% of Northern Financial Advisors's portfolio in Q1 2026, its #12 holding.
  • Northern Financial Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.