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Tobias Financial Advisors’s Goldman Sachs GS Stock Holding History

Tobias Financial Advisors’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 		$341K Hold
403
– – 0.05% 103
2025
Q4 		$354K Buy
403
+115
+40% +$93.8K 0.05% 101
2025
Q3 		$229K Hold
288
– – 0.03% 120
2025
Q2 		$204K Buy
+288
New +$167K 0.03% 119

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

Tobias Financial Advisors's GS Position: Q1 2026 in Review

Tobias Financial Advisors held its Goldman Sachs (GS) position steady in Q1 2026 at 403 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #103.

Tobias Financial Advisors first reported a position in GS in Q2 2025 and has held it in 4 quarters since. The position peaked at $354K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Tobias Financial Advisors held 403 shares of Goldman Sachs worth $341K as of Q1 2026.
  • Tobias Financial Advisors left its Goldman Sachs share count unchanged in Q1 2026.
  • Goldman Sachs made up 0.05% of Tobias Financial Advisors's portfolio in Q1 2026, its #103 holding.
  • Tobias Financial Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • Tobias Financial Advisors's Goldman Sachs position peaked at $354K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.