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Parcion Private Wealth’s Goldman Sachs GS Stock Holding History

Parcion Private Wealth’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 		$308K Sell
364
-32
-8% -$28.5K 0.02% 324
2025
Q4 		$348K Buy
396
+15
+4% +$12.2K 0.02% 296
2025
Q3 		$303K Buy
+381
New +$282K 0.02% 272

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

Parcion Private Wealth's GS Position: Q1 2026 in Review

Parcion Private Wealth reduced its Goldman Sachs (GS) stake by 8.1% in Q1 2026, selling an estimated $28.5K and leaving 364 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #324.

Parcion Private Wealth first reported a position in GS in Q3 2025 and has held it in 3 quarters since. The position peaked at $348K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Parcion Private Wealth held 364 shares of Goldman Sachs worth $308K as of Q1 2026.
  • Parcion Private Wealth sold 32 Goldman Sachs shares in Q1 2026, an estimated $28.5K.
  • Goldman Sachs made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #324 holding.
  • Parcion Private Wealth first reported a position in Goldman Sachs in Q3 2025 and has held it in 3 quarters since.
  • Parcion Private Wealth's Goldman Sachs position peaked at $348K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.