Pathway Financial Advisers’s Goldman Sachs GS Stock Holding History

Pathway Financial Advisers’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	$3.02M	Sell	3,576 -182	-5%	-$162K	0.86%	40
2025 Q4	$3.3M	Sell	3,758 -59	-2%	-$48.1K	0.96%	34
2025 Q3	$2.99M	Sell	3,817 -255	-6%	-$189K	0.87%	37
2025 Q2	$2.88M	Buy	4,072 +36	+0.9%	+$20.9K	0.93%	37
2025 Q1	$2.2M	Sell	4,036 -201	-5%	-$121K	0.76%	45
2024 Q4	$2.43M	Sell	4,237 -46	-1%	-$25.7K	0.81%	39
2024 Q3	$2.12M	Sell	4,283 -93	-2%	-$45.5K	0.96%	37
2024 Q2	$1.96M	Buy	4,376 +43	+1%	+$18.9K	0.7%	46
2024 Q1	$1.81M	Sell	4,333 -116	-3%	-$45K	0.65%	55
2023 Q4	$1.72M	Buy	4,449 +33	+0.7%	+$11K	0.65%	54
2023 Q3	$1.43M	Buy	+4,416	New	+$1.48M	0.59%	60
2023 Q1	$1.02M	Buy	3,128 +22	+0.7%	+$7.66K	0.41%	75
2022 Q4	$1.07M	Buy	+3,106	New	+$1.08M	0.43%	72

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

Pathway Financial Advisers's GS Position: Q1 2026 in Review

Pathway Financial Advisers reduced its Goldman Sachs (GS) stake by 4.8% in Q1 2026, selling an estimated $162K and leaving 3,576 shares worth $3.02M. The position accounts for 0.86% of the portfolio, ranked #40.

Pathway Financial Advisers first reported a position in GS in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.3M in Q4 2025. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Pathway Financial Advisers held 3,576 shares of Goldman Sachs worth $3.02M as of Q1 2026.
Pathway Financial Advisers sold 182 Goldman Sachs shares in Q1 2026, an estimated $162K.
Goldman Sachs made up 0.86% of Pathway Financial Advisers's portfolio in Q1 2026, its #40 holding.
Pathway Financial Advisers first reported a position in Goldman Sachs in Q4 2022 and has held it in 13 quarters since.
Pathway Financial Advisers's Goldman Sachs position peaked at $3.3M in Q4 2025.
2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.