Stiles Financial Services’s Goldman Sachs GS Stock Holding History

Stiles 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 Q1	$1.13M	Buy	1,330 +86	+7%	+$76.7K	0.34%	77
2025 Q4	$1.09M	Sell	1,244 -35	-3%	-$28.6K	0.34%	80
2025 Q3	$1.02M	Buy	1,279 +2	+0.2%	+$1.48K	0.32%	83
2025 Q2	$905K	Buy	+1,277	New	+$740K	0.31%	83
2024 Q4	–	Sell	-404	Closed	-$200K	–	188
2024 Q3	$200K	Buy	+404	New	+$198K	0.07%	183

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stiles Financial Services's GS Position: Q1 2026 in Review

Stiles Financial Services increased its Goldman Sachs (GS) stake by 6.9% in Q1 2026, buying an estimated $76.7K and bringing the position to 1,330 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #77.

Stiles Financial Services first reported a position in GS in Q3 2024 and has held it in 5 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Stiles Financial Services held 1,330 shares of Goldman Sachs worth $1.13M as of Q1 2026.
Stiles Financial Services bought 86 Goldman Sachs shares in Q1 2026, an estimated $76.7K.
Goldman Sachs made up 0.34% of Stiles Financial Services's portfolio in Q1 2026, its #77 holding.
Stiles Financial Services first reported a position in Goldman Sachs in Q3 2024 and has held it in 5 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.