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Symphony Financial’s Goldman Sachs GS Stock Holding History

Symphony Financial’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 		$847K Buy
835
+240
+40% +$234K 0.09% 144
2026
Q1 		$497K Sell
595
-134
-18% -$120K 0.07% 168
2025
Q4 		$642K Buy
729
+81
+13% +$66.1K 0.09% 143
2025
Q3 		$514K Sell
648
-3,476
-84% -$2.58M 0.06% 162
2025
Q2 		$487K Buy
+4,124
New +$2.39M 0.06% 156
2025
Q1 		– Sell
-483
Closed -$306K – 148
2024
Q4 		$306K Sell
483
-34
-7% -$19K 0.05% 177
2024
Q3 		$257K Sell
517
-7
-1% -$3.42K 0.04% 195
2024
Q2 		$236K Sell
524
-237
-31% -$104K 0.04% 190
2024
Q1 		$318K Buy
761
+99
+15% +$38.4K 0.07% 147
2023
Q4 		$252K Sell
662
-970
-59% -$324K 0.05% 175
2023
Q3 		$520K Buy
1,632
+504
+45% +$168K 0.13% 108
2023
Q2 		$364K Buy
1,128
+203
+22% +$66.7K 0.09% 139
2023
Q1 		$297K Sell
925
-29
-3% -$10.1K 0.08% 174
2022
Q4 		$332K Buy
+954
New +$332K 0.09% 164

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

Symphony Financial's GS Position: Q2 2026 in Review

Symphony Financial increased its Goldman Sachs (GS) stake by 40% in Q2 2026, buying an estimated $234K and bringing the position to 835 shares worth $847K. The position accounts for 0.09% of the portfolio, ranked #144.

Symphony Financial first reported a position in GS in Q4 2022 and has held it in 14 quarters since. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Symphony Financial held 835 shares of Goldman Sachs worth $847K as of Q2 2026.
  • Symphony Financial bought 240 Goldman Sachs shares in Q2 2026, an estimated $234K.
  • Goldman Sachs made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #144 holding.
  • Symphony Financial first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.