RFS
GS icon

Richardson Financial Services’s Goldman Sachs GS Stock Holding History

Richardson Financial Services’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 		$147K Sell
145
-1
-0.7% -$975 0.08% 191
2026
Q1 		$124K Sell
146
-38
-21% -$33.9K 0.08% 200
2025
Q4 		$162K Buy
184
+15
+9% +$12.2K 0.05% 181
2025
Q3 		$135K Buy
169
+30
+22% +$22.2K 0.08% 186
2025
Q2 		$98.2K Buy
139
+21
+18% +$12.2K 0.07% 202
2025
Q1 		$64.5K Sell
118
-19
-14% -$11.4K 0.05% 217
2024
Q4 		$78.6K Buy
137
+12
+10% +$6.69K 0.06% 214
2024
Q3 		$56.5K Hold
125
– – 0.04% 253
2024
Q2 		$56.5K Buy
125
+18
+17% +$7.9K 0.04% 240
2024
Q1 		$44.7K Buy
107
+2
+2% +$776 0.03% 260
2023
Q4 		$40.5K Buy
+105
New +$35K 0.04% 228

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

Richardson Financial Services's GS Position: Q2 2026 in Review

Richardson Financial Services reduced its Goldman Sachs (GS) stake by 0.68% in Q2 2026, selling an estimated $975 and leaving 145 shares worth $147K. The position accounts for 0.08% of the portfolio, ranked #191.

Richardson Financial Services first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $162K in Q4 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Richardson Financial Services held 145 shares of Goldman Sachs worth $147K as of Q2 2026.
  • Richardson Financial Services sold 1 Goldman Sachs share in Q2 2026, an estimated $975.
  • Goldman Sachs made up 0.08% of Richardson Financial Services's portfolio in Q2 2026, its #191 holding.
  • Richardson Financial Services first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Goldman Sachs position peaked at $162K in Q4 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.