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Wood Tarver Financial Group’s Goldman Sachs GS Stock Holding History

Wood Tarver Financial Group’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 		$210K Buy
+208
New +$203K 0.05% 163
2025
Q3 		– Sell
-176
Closed -$124K – 341
2025
Q2 		$124K Buy
176
+150
+577% +$86.9K 0.04% 185
2025
Q1 		$14.2K Buy
26
+20
+333% +$12K ﹤0.01% 384
2024
Q4 		$3K Buy
+6
New +$3.35K ﹤0.01% 482

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wood Tarver Financial Group's GS Position: Q2 2026 in Review

Wood Tarver Financial Group opened a new position in Goldman Sachs (GS) in Q2 2026: 208 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #163 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in GS as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in GS in Q4 2024 and has held it in 4 quarters since. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wood Tarver Financial Group held 208 shares of Goldman Sachs worth $210K as of Q2 2026.
  • Goldman Sachs was a new Wood Tarver Financial Group position in Q2 2026.
  • Goldman Sachs made up 0.05% of Wood Tarver Financial Group's portfolio in Q2 2026, its #163 holding.
  • Wood Tarver Financial Group first reported a position in Goldman Sachs in Q4 2024 and has held it in 4 quarters since.
  • 3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.