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Oxford Financial Group’s Goldman Sachs GS Stock Holding History

Oxford 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 		$517K Sell
611
-26
-4% -$23.2K 0.03% 161
2025
Q4 		$560K Sell
637
-130
-17% -$106K 0.03% 135
2025
Q3 		$611K Buy
767
+312
+69% +$231K 0.03% 127
2025
Q2 		$322K Sell
455
-175
-28% -$101K 0.02% 165
2025
Q1 		$344K Sell
630
-15
-2% -$9.03K 0.02% 162
2024
Q4 		$369K Buy
+645
New +$360K 0.02% 183
2024
Q3 		– Sell
-730
Closed -$330K – 310
2024
Q2 		$330K Buy
730
+121
+20% +$53.1K 0.02% 204
2024
Q1 		$254K Buy
609
+25
+4% +$9.7K 0.02% 203
2023
Q4 		$225K Buy
+584
New +$195K 0.02% 219
2023
Q3 		– Sell
-624
Closed -$201K – 277
2023
Q2 		$201K Sell
624
-27
-4% -$8.88K 0.02% 227
2023
Q1 		$213K Buy
+651
New +$227K 0.02% 183

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

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

Oxford Financial Group reduced its Goldman Sachs (GS) stake by 4.1% in Q1 2026, selling an estimated $23.2K and leaving 611 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #161.

Oxford Financial Group first reported a position in GS in Q1 2023 and has held it in 11 quarters since. The position peaked at $611K in Q3 2025. 2,985 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Oxford Financial Group held 611 shares of Goldman Sachs worth $517K as of Q1 2026.
  • Oxford Financial Group sold 26 Goldman Sachs shares in Q1 2026, an estimated $23.2K.
  • Goldman Sachs made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #161 holding.
  • Oxford Financial Group first reported a position in Goldman Sachs in Q1 2023 and has held it in 11 quarters since.
  • Oxford Financial Group's Goldman Sachs position peaked at $611K in Q3 2025.
  • 2,985 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.