TFC Financial Management’s Goldman Sachs GS Stock Holding History

TFC Financial 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
2026 Q2	$616K	Buy	609 +5	+0.8%	+$4.88K	0.07%	72
2026 Q1	$511K	Buy	604 +19	+3%	+$16.9K	0.06%	80
2025 Q4	$514K	Buy	585 +2	+0.3%	+$1.63K	0.06%	75
2025 Q3	$464K	Buy	583 +2	+0.3%	+$1.48K	0.06%	80
2025 Q2	$411K	Buy	581 +12	+2%	+$6.95K	0.06%	83
2025 Q1	$311K	Buy	569 +3	+0.5%	+$1.8K	0.05%	90
2024 Q4	$324K	Buy	566 +2	+0.4%	+$1.12K	0.05%	92
2024 Q3	$279K	Buy	564 +3	+0.5%	+$1.47K	0.04%	109
2024 Q2	$254K	Buy	561 +3	+0.5%	+$1.32K	0.04%	106
2024 Q1	$233K	Buy	558 +4	+0.7%	+$1.55K	0.04%	105
2023 Q4	$214K	Sell	554 -79	-12%	-$26.4K	0.04%	110
2023 Q3	$205K	Buy	633 +3	+0.5%	+$1K	0.05%	106
2023 Q2	$203K	Sell	630 -58	-8%	-$19.1K	0.05%	107
2023 Q1	$225K	Sell	688 -43	-6%	-$15K	0.06%	95
2022 Q4	$251K	Buy	731 +3	+0.4%	+$1.04K	0.07%	84
2022 Q3	$213K	Buy	728 +204	+39%	+$66.1K	0.07%	87
2022 Q2	$156K	Buy	524 +2	+0.4%	+$623	0.05%	111
2022 Q1	$172K	Buy	522 +3	+0.6%	+$1.06K	0.05%	114
2021 Q4	$199K	Buy	519 +2	+0.4%	+$792	0.06%	106
2021 Q3	$195K	Buy	517 +2	+0.4%	+$781	0.06%	101
2021 Q2	$195K	Buy	515 +2	+0.4%	+$716	0.07%	99
2021 Q1	$168K	Buy	513 +1	+0.2%	+$311	0.07%	98
2020 Q4	$135K	Buy	512 +2	+0.4%	+$445	0.06%	113
2020 Q3	$102K	Buy	+510	New	+$104K	0.05%	117

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

TFC Financial Management's GS Position: Q2 2026 in Review

TFC Financial Management increased its Goldman Sachs (GS) stake by 0.83% in Q2 2026, buying an estimated $4.88K and bringing the position to 609 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #72.

TFC Financial Management first reported a position in GS in Q3 2020 and has held it in 24 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

TFC Financial Management held 609 shares of Goldman Sachs worth $616K as of Q2 2026.
TFC Financial Management bought 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
Goldman Sachs made up 0.07% of TFC Financial Management's portfolio in Q2 2026, its #72 holding.
TFC Financial Management first reported a position in Goldman Sachs in Q3 2020 and has held it in 24 quarters since.
1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.