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Phillips Financial Management’s Goldman Sachs GS Stock Holding History

Phillips Financial Management’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
Q2 		$244K Buy
+241
New +$235K 0.02% 179
2025
Q4 		– Sell
-274
Closed -$218K – 312
2025
Q3 		$218K Buy
+274
New +$203K 0.01% 199

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Phillips Financial Management's GS Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Goldman Sachs (GS) in Q2 2026: 241 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings. This is a return to the name: Phillips Financial Management previously reported a position in GS as recently as Q3 2025.

Phillips Financial Management first reported a position in GS in Q3 2025 and has held it in 2 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Phillips Financial Management held 241 shares of Goldman Sachs worth $244K as of Q2 2026.
  • Goldman Sachs was a new Phillips Financial Management position in Q2 2026.
  • Goldman Sachs made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #179 holding.
  • Phillips Financial Management first reported a position in Goldman Sachs in Q3 2025 and has held it in 2 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.