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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T 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 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