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Strategic Financial Services’s Goldman Sachs GS Stock Holding History

Strategic 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 		$876K Hold
1,035
– – 0.04% 80
2025
Q4 		$961K Hold
1,035
– – 0.04% 73
2025
Q3 		$824K Sell
1,035
-7
-0.7% -$5.19K 0.04% 73
2025
Q2 		$737K Sell
1,042
-93
-8% -$53.9K 0.04% 75
2025
Q1 		$620K Buy
1,135
+99
+10% +$59.6K 0.04% 74
2024
Q4 		$593K Buy
1,036
+1
+0.1% +$558 0.04% 80
2024
Q3 		$512K Hold
1,035
– – 0.03% 91
2024
Q2 		$468K Hold
1,035
– – 0.03% 91
2024
Q1 		$432K Hold
1,035
– – 0.03% 90
2023
Q4 		$399K Hold
1,035
– – 0.03% 97
2023
Q3 		$335K Hold
1,035
– – 0.03% 100
2023
Q2 		$355K Sell
1,035
-30
-3% -$9.86K 0.03% 100
2023
Q1 		$348K Buy
1,065
+130
+14% +$45.3K 0.03% 98
2022
Q4 		$321K Hold
935
– – 0.03% 103
2022
Q3 		$274K Hold
935
– – 0.02% 110
2022
Q2 		$278K Sell
935
-103
-10% -$32.1K 0.02% 112
2022
Q1 		$343K Buy
1,038
+293
+39% +$103K 0.03% 109
2021
Q4 		$285K Hold
745
– – 0.02% 116
2021
Q3 		$282K Hold
745
– – 0.02% 112
2021
Q2 		$283K Hold
745
– – 0.02% 121
2021
Q1 		$244K Buy
+745
New +$232K 0.02% 124

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Strategic Financial Services held its Goldman Sachs (GS) position steady in Q1 2026 at 1,035 shares worth $876K. The position accounts for 0.04% of the portfolio, ranked #80.

Strategic Financial Services first reported a position in GS in Q1 2021 and has held it in 21 quarters since. The position peaked at $961K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Strategic Financial Services held 1,035 shares of Goldman Sachs worth $876K as of Q1 2026.
  • Strategic Financial Services left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.04% of Strategic Financial Services's portfolio in Q1 2026, its #80 holding.
  • Strategic Financial Services first reported a position in Goldman Sachs in Q1 2021 and has held it in 21 quarters since.
  • Strategic Financial Services's Goldman Sachs position peaked at $961K in Q4 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.