PF
GS icon

Phoenix Financial’s Goldman Sachs GS Stock Holding History

Phoenix Financial’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 		$6.16M Buy
6,088
+443
+8% +$432K 0.04% 124
2026
Q1 		$4.77M Sell
5,645
-1,669
-23% -$1.49M 0.05% 122
2025
Q4 		$6.43M Buy
7,314
+2,422
+50% +$1.98M 0.07% 114
2025
Q3 		$3.9M Buy
4,892
+900
+23% +$667K 0.05% 150
2025
Q2 		$2.76M Buy
3,992
+2,878
+258% +$1.67M 0.04% 161
2025
Q1 		$612K Sell
1,114
-6,661
-86% -$4.01M 0.01% 248
2024
Q4 		$4.45M Sell
7,775
-15,406
-66% -$8.59M 0.06% 143
2024
Q3 		$11.5M Buy
23,181
+3,728
+19% +$1.82M 0.17% 84
2024
Q2 		$8.8M Buy
19,453
+7,796
+67% +$3.42M 0.13% 90
2024
Q1 		$4.87M Buy
+11,657
New +$4.52M 0.07% 139
2021
Q2 		– Sell
-83,033
Closed -$27.2M – 346
2021
Q1 		$27.2M Hold
83,033
– – 0.61% 58
2020
Q4 		$21.9M Sell
83,033
-2,400
-3% -$534K 0.59% 67
2020
Q3 		$16.2M Buy
85,433
+20,874
+32% +$4.25M 0.68% 56
2020
Q2 		$12.1M Sell
64,559
-4,700
-7% -$882K 0.51% 64
2020
Q1 		$10.5M Buy
69,259
+6,599
+11% +$1.4M 0.53% 64
2019
Q4 		$14.3M Sell
62,660
-27,340
-30% -$5.93M 0.6% 68
2019
Q3 		$17.8M Buy
+90,000
New +$18.8M 0.84% 50

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Phoenix Financial's GS Position: Q2 2026 in Review

Phoenix Financial increased its Goldman Sachs (GS) stake by 7.8% in Q2 2026, buying an estimated $432K and bringing the position to 6,088 shares worth $6.16M. The position accounts for 0.04% of the portfolio, ranked #124.

Phoenix Financial first reported a position in GS in Q3 2019 and has held it in 17 quarters since. The position peaked at $27.2M in Q1 2021. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Phoenix Financial held 6,088 shares of Goldman Sachs worth $6.16M as of Q2 2026.
  • Phoenix Financial bought 443 Goldman Sachs shares in Q2 2026, an estimated $432K.
  • Goldman Sachs made up 0.04% of Phoenix Financial's portfolio in Q2 2026, its #124 holding.
  • Phoenix Financial first reported a position in Goldman Sachs in Q3 2019 and has held it in 17 quarters since.
  • Phoenix Financial's Goldman Sachs position peaked at $27.2M in Q1 2021.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.