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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
Q2 		$1.35M Buy
1,333
+3
+0.2% +$2.92K 0.34% 74
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
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

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

Stiles Financial Services increased its Goldman Sachs (GS) stake by 0.23% in Q2 2026, buying an estimated $2.92K and bringing the position to 1,333 shares worth $1.35M. The position accounts for 0.34% of the portfolio, ranked #74.

Stiles Financial Services first reported a position in GS in Q3 2024 and has held it in 6 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Stiles Financial Services held 1,333 shares of Goldman Sachs worth $1.35M as of Q2 2026.
  • Stiles Financial Services bought 3 Goldman Sachs shares in Q2 2026, an estimated $2.92K.
  • Goldman Sachs made up 0.34% of Stiles Financial Services's portfolio in Q2 2026, its #74 holding.
  • Stiles Financial Services first reported a position in Goldman Sachs in Q3 2024 and has held it in 6 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.