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XML Financial’s Goldman Sachs GS Stock Holding History

XML Financial’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 		$3.67M Sell
3,632
-228
-6% -$222K 0.27% 87
2026
Q1 		$3.27M Sell
3,860
-554
-13% -$494K 0.26% 86
2025
Q4 		$3.88M Sell
4,414
-403
-8% -$329K 0.32% 76
2025
Q3 		$3.84M Sell
4,817
-93
-2% -$68.9K 0.31% 81
2025
Q2 		$3.48M Buy
4,910
+48
+1% +$27.8K 0.3% 83
2025
Q1 		$2.66M Sell
4,862
-77
-2% -$46.3K 0.25% 91
2024
Q4 		$2.83M Sell
4,939
-94
-2% -$52.4K 0.26% 92
2024
Q3 		$2.49M Sell
5,033
-118
-2% -$57.7K 0.23% 99
2024
Q2 		$2.33M Buy
5,151
+4
+0.1% +$1.75K 0.23% 102
2024
Q1 		$2.15M Sell
5,147
-140
-3% -$54.3K 0.22% 110
2023
Q4 		$2.04M Buy
5,287
+310
+6% +$103K 0.22% 109
2023
Q3 		$1.61M Sell
4,977
-51
-1% -$17K 0.19% 117
2023
Q2 		$1.62M Buy
5,028
+227
+5% +$74.6K 0.19% 120
2023
Q1 		$1.56M Sell
4,801
-43
-0.9% -$15K 0.19% 115
2022
Q4 		$1.66M Sell
4,844
-153
-3% -$53.3K 0.21% 114
2022
Q3 		$1.46M Buy
4,997
+2,083
+71% +$675K 0.2% 110
2022
Q2 		$866K Sell
2,914
-1,639
-36% -$510K 0.2% 96
2022
Q1 		$1.5M Buy
4,553
+1,314
+41% +$464K 0.18% 121
2021
Q4 		$1.24M Buy
3,239
+277
+9% +$110K 0.15% 140
2021
Q3 		$1.12M Buy
2,962
+1,327
+81% +$518K 0.15% 139
2021
Q2 		$620K Sell
1,635
-1
-0.1% -$358 0.14% 126
2021
Q1 		$535K Buy
1,636
+225
+16% +$70K 0.13% 129
2020
Q4 		$372K Buy
+1,411
New +$314K 0.1% 150

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

XML Financial's GS Position: Q2 2026 in Review

XML Financial reduced its Goldman Sachs (GS) stake by 5.9% in Q2 2026, selling an estimated $222K and leaving 3,632 shares worth $3.67M. The position accounts for 0.27% of the portfolio, ranked #87.

XML Financial first reported a position in GS in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.88M in Q4 2025. 3,164 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • XML Financial held 3,632 shares of Goldman Sachs worth $3.67M as of Q2 2026.
  • XML Financial sold 228 Goldman Sachs shares in Q2 2026, an estimated $222K.
  • Goldman Sachs made up 0.27% of XML Financial's portfolio in Q2 2026, its #87 holding.
  • XML Financial first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • XML Financial's Goldman Sachs position peaked at $3.88M in Q4 2025.
  • 3,164 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.