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Prosperity Financial Group’s Goldman Sachs GS Stock Holding History

Prosperity Financial Group’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 		$539K Buy
533
+4
+0.8% +$3.9K 0.17% 120
2026
Q1 		$448K Buy
529
+64
+14% +$57.1K 0.17% 123
2025
Q4 		$409K Buy
465
+71
+18% +$57.9K 0.15% 121
2025
Q3 		$314K Buy
394
+70
+22% +$51.9K 0.11% 129
2025
Q2 		$229K Buy
+324
New +$188K 0.1% 145

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

Prosperity Financial Group's GS Position: Q2 2026 in Review

Prosperity Financial Group increased its Goldman Sachs (GS) stake by 0.76% in Q2 2026, buying an estimated $3.9K and bringing the position to 533 shares worth $539K. The position accounts for 0.17% of the portfolio, ranked #120.

Prosperity Financial Group first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Prosperity Financial Group held 533 shares of Goldman Sachs worth $539K as of Q2 2026.
  • Prosperity Financial Group bought 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
  • Goldman Sachs made up 0.17% of Prosperity Financial Group's portfolio in Q2 2026, its #120 holding.
  • Prosperity Financial Group first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.