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TCFG Wealth Management’s Goldman Sachs GS Stock Holding History

TCFG Wealth Management’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
2025
Q2 		– Sell
-430
Closed -$235K – 268
2025
Q1 		$235K Buy
430
+27
+7% +$16.2K 0.12% 203
2024
Q4 		$231K Buy
+403
New +$225K 0.12% 196

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCFG Wealth Management's GS Position: Q2 2025 in Review

TCFG Wealth Management sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 430 shares — an estimated $235K sold.

TCFG Wealth Management first reported a position in GS in Q4 2024 and held it in 2 quarters. The position peaked at $235K in Q1 2025. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • TCFG Wealth Management reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 430 Goldman Sachs shares in Q2 2025, an estimated $235K.
  • TCFG Wealth Management first reported a position in Goldman Sachs in Q4 2024 and held it in 2 quarters.
  • TCFG Wealth Management's Goldman Sachs position peaked at $235K in Q1 2025.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on TCFG Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.