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Pathway Financial Advisors’s Goldman Sachs GS Stock Holding History

Pathway 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
2025
Q2 		– Sell
-515
Closed -$281K – 149
2025
Q1 		$281K Hold
515
– – 0.05% 135
2024
Q4 		$295K Sell
515
-11
-2% -$6.14K 0.07% 123
2024
Q3 		$260K Buy
526
+11
+2% +$5.38K 0.07% 135
2024
Q2 		$233K Hold
515
– – 0.06% 143
2024
Q1 		$215K Buy
+515
New +$200K 0.06% 158
2018
Q3 		– Sell
-515
Closed -$114K – 202
2018
Q2 		$114K Hold
515
– – 0.07% 141
2018
Q1 		$130K Hold
515
– – 0.08% 133
2017
Q4 		$131K Buy
+515
New +$126K 0.08% 128

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pathway Financial Advisors's GS Position: Q2 2025 in Review

Pathway Financial Advisors sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 515 shares — an estimated $281K sold.

Pathway Financial Advisors first reported a position in GS in Q4 2017 and held it in 8 quarters. The position peaked at $295K in Q4 2024. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Pathway Financial Advisors reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Pathway Financial Advisors sold 515 Goldman Sachs shares in Q2 2025, an estimated $281K.
  • Pathway Financial Advisors first reported a position in Goldman Sachs in Q4 2017 and held it in 8 quarters.
  • Pathway Financial Advisors's Goldman Sachs position peaked at $295K in Q4 2024.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.