WFC
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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
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% +$9.85K 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

Sumitomo Mitsui Trust Group
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Western Financial Corp's GS Position: Q2 2026 in Review

Western Financial Corp increased its Goldman Sachs (GS) stake by 7.6% in Q2 2026, buying an estimated $417K and bringing the position to 6,056 shares worth $6.12M. The position accounts for 1.79% of the portfolio, ranked #11.

Western Financial Corp first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Western Financial Corp held 6,056 shares of Goldman Sachs worth $6.12M as of Q2 2026.
  • Western Financial Corp bought 428 Goldman Sachs shares in Q2 2026, an estimated $417K.
  • Goldman Sachs made up 1.79% of Western Financial Corp's portfolio in Q2 2026, its #11 holding.
  • Western Financial Corp first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.