SWM
GS icon

SFG Wealth Management’s Goldman Sachs GS Stock Holding History

SFG Wealth 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
Q1 		– Sell
-452
Closed -$397K – 111
2025
Q4 		$397K Buy
452
+15
+3% +$12.2K 0.16% 91
2025
Q3 		$348K Buy
437
+2
+0.5% +$1.48K 0.15% 99
2025
Q2 		$308K Hold
435
– – 0.19% 66
2025
Q1 		$238K Hold
435
– – 0.12% 110
2024
Q4 		$249K Hold
435
– – 0.13% 84
2024
Q3 		$215K Buy
+435
New +$213K 0.11% 87

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

SFG Wealth Management's GS Position: Q1 2026 in Review

SFG Wealth Management sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 452 shares — an estimated $397K sold.

SFG Wealth Management first reported a position in GS in Q3 2024 and held it in 6 quarters. The position peaked at $397K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • SFG Wealth Management reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 452 Goldman Sachs shares in Q1 2026, an estimated $397K.
  • SFG Wealth Management first reported a position in Goldman Sachs in Q3 2024 and held it in 6 quarters.
  • SFG Wealth Management's Goldman Sachs position peaked at $397K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.