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Souders Financial Advisors’s Goldman Sachs GS Stock Holding History

Souders Financial Advisors’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 		$2.51M Sell
2,485
-37
-1% -$36.1K 0.25% 53
2026
Q1 		$2.13M Sell
2,522
-86
-3% -$76.7K 0.24% 55
2025
Q4 		$2.29M Sell
2,608
-211
-7% -$172K 0.26% 53
2025
Q3 		$2.24M Sell
2,819
-6
-0.2% -$4.45K 0.27% 53
2025
Q2 		$2M Sell
2,825
-371
-12% -$215K 0.25% 54
2025
Q1 		$1.75M Sell
3,196
-73
-2% -$43.9K 0.24% 60
2024
Q4 		$1.87M Sell
3,269
-241
-7% -$134K 0.26% 75
2024
Q3 		$1.74M Sell
3,510
-12
-0.3% -$5.87K 0.24% 73
2024
Q2 		$1.59M Sell
3,522
-254
-7% -$111K 0.24% 72
2024
Q1 		$1.58M Sell
3,776
-147
-4% -$57K 0.25% 72
2023
Q4 		$1.51M Sell
3,923
-270
-6% -$90.1K 0.26% 74
2023
Q3 		$1.36M Sell
4,193
-112
-3% -$37.4K 0.26% 75
2023
Q2 		$1.39M Buy
4,305
+95
+2% +$31.2K 0.27% 77
2023
Q1 		$1.38M Buy
4,210
+60
+1% +$20.9K 0.29% 74
2022
Q4 		$1.42M Sell
4,150
-423
-9% -$147K 0.33% 74
2022
Q3 		$1.34M Buy
4,573
+29
+0.6% +$9.4K 0.36% 70
2022
Q2 		$1.35M Buy
4,544
+1,007
+28% +$314K 0.39% 65
2022
Q1 		$1.17M Buy
3,537
+268
+8% +$94.7K 0.34% 65
2021
Q4 		$1.25M Buy
3,269
+241
+8% +$95.4K 0.36% 63
2021
Q3 		$1.15M Buy
3,028
+385
+15% +$150K 0.37% 63
2021
Q2 		$1M Buy
2,643
+2
+0.1% +$716 0.34% 69
2021
Q1 		$864K Sell
2,641
-109
-4% -$33.9K 0.34% 62
2020
Q4 		$725K Buy
2,750
+40
+1% +$8.9K 0.32% 61
2020
Q3 		$589K Buy
2,710
+160
+6% +$32.6K 0.28% 71
2020
Q2 		$504K Sell
2,550
-100
-4% -$18.8K 0.29% 72
2020
Q1 		$410K Buy
+2,650
New +$563K 0.36% 62

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

Souders Financial Advisors's GS Position: Q2 2026 in Review

Souders Financial Advisors reduced its Goldman Sachs (GS) stake by 1.5% in Q2 2026, selling an estimated $36.1K and leaving 2,485 shares worth $2.51M. The position accounts for 0.25% of the portfolio, ranked #53.

Souders Financial Advisors first reported a position in GS in Q1 2020 and has held it in 26 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Souders Financial Advisors held 2,485 shares of Goldman Sachs worth $2.51M as of Q2 2026.
  • Souders Financial Advisors sold 37 Goldman Sachs shares in Q2 2026, an estimated $36.1K.
  • Goldman Sachs made up 0.25% of Souders Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Souders Financial Advisors first reported a position in Goldman Sachs in Q1 2020 and has held it in 26 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.