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James T. Borello RIA’s Goldman Sachs GS Stock Holding History

James T. Borello RIA’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 		$98.1K Buy
109
+14
+15% +$14.3K 0.02% 173
2026
Q2 		$96.1K Buy
95
+25
+36% +$24.4K 0.02% 168
2026
Q1 		$59.2K Buy
70
+4
+6% +$3.57K 0.02% 203
2025
Q4 		$58K Buy
66
+23
+53% +$18.8K 0.02% 167
2025
Q3 		$34.2K Buy
+43
New +$31.9K 0.01% 184

Other funds holding GS

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

James T. Borello RIA's GS Position: Q3 2026 in Review

James T. Borello RIA increased its Goldman Sachs (GS) stake by 15% in Q3 2026, buying an estimated $14.3K and bringing the position to 109 shares worth $98.1K. The position accounts for 0.02% of the portfolio, ranked #173.

James T. Borello RIA first reported a position in GS in Q3 2025 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • James T. Borello RIA held 109 shares of Goldman Sachs worth $98.1K as of Q3 2026.
  • James T. Borello RIA bought 14 Goldman Sachs shares in Q3 2026, an estimated $14.3K.
  • Goldman Sachs made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #173 holding.
  • James T. Borello RIA first reported a position in Goldman Sachs in Q3 2025 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.