Wakefield Asset Management’s Goldman Sachs GS Stock Holding History

Wakefield Asset 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	-6,186	Closed	-$3.38M	–	223
2025 Q1	$3.38M	Sell	6,186 -1,167	-16%	-$702K	1.02%	27
2024 Q4	$4.21M	Sell	7,353 -35	-0.5%	-$19.5K	1.42%	8
2024 Q3	$3.66M	Buy	7,388 +20	+0.3%	+$9.78K	1.19%	25
2024 Q2	$3.33M	Buy	+7,368	New	+$3.23M	1.17%	32
2022 Q1	–	Sell	-7,799	Closed	-$2.98M	–	180
2021 Q4	$2.98M	Buy	+7,799	New	+$3.09M	1.03%	31
2020 Q2	–	Sell	-8,088	Closed	-$1.25M	–	176
2020 Q1	$1.25M	Buy	+8,088	New	+$1.72M	0.67%	52
2019 Q1	–	Sell	-2,149	Closed	-$359K	–	221
2018 Q4	$359K	Buy	+2,149	New	+$434K	0.16%	121

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wakefield Asset Management's GS Position: Q2 2025 in Review

Wakefield Asset Management sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 6,186 shares — an estimated $3.38M sold.

Wakefield Asset Management first reported a position in GS in Q4 2018 and held it in 7 quarters. The position peaked at $4.21M in Q4 2024. 2,605 funds tracked by Wall St. Rank hold GS as of Q2 2025.

Wakefield Asset Management reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
Wakefield Asset Management sold 6,186 Goldman Sachs shares in Q2 2025, an estimated $3.38M.
Wakefield Asset Management first reported a position in Goldman Sachs in Q4 2018 and held it in 7 quarters.
Wakefield Asset Management's Goldman Sachs position peaked at $4.21M in Q4 2024.
2,605 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Wakefield Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.