Western Financial Corp
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Western Financial Corp’s Goldman Sachs GS Stock Holding History

Western Financial Corp’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
Q3 		$1.61M Sell
1,784
-4,272
-71% -$4.37M 0.53% 39
2026
Q2 		$6.12M Buy
6,056
+428
+8% +$417K 1.79% 11
2026
Q1 		$4.76M Buy
5,628
+1,287
+30% +$1.15M 1.86% 8
2025
Q4 		$3.82M Sell
4,341
-119
-3% -$97.1K 1.51% 9
2025
Q3 		$3.55M Buy
4,460
+863
+24% +$639K 1.55% 10
2025
Q2 		$2.55M Buy
3,597
+17
+0.5% +$9.9K 1.36% 12
2025
Q1 		$1.96M Buy
3,580
+320
+10% +$193K 1.14% 20
2024
Q4 		$1.87M Buy
3,260
+548
+20% +$306K 1.03% 23
2024
Q3 		$1.34M Buy
+2,712
New +$1.33M 0.76% 33

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Western Financial Corp's GS Position: Q3 2026 in Review

Western Financial Corp reduced its Goldman Sachs (GS) stake by 71% in Q3 2026, selling an estimated $4.37M and leaving 1,784 shares worth $1.61M. The position accounts for 0.53% of the portfolio, ranked #39.

Western Financial Corp first reported a position in GS in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.12M in Q2 2026. 2,007 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Western Financial Corp held 1,784 shares of Goldman Sachs worth $1.61M as of Q3 2026.
  • Western Financial Corp sold 4,272 Goldman Sachs shares in Q3 2026, an estimated $4.37M.
  • Goldman Sachs made up 0.53% of Western Financial Corp's portfolio in Q3 2026, its #39 holding.
  • Western Financial Corp first reported a position in Goldman Sachs in Q3 2024 and has held it in 9 quarters since.
  • Western Financial Corp's Goldman Sachs position peaked at $6.12M in Q2 2026.
  • 2,007 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.