GS GOLDMAN SACHS GROUP INC

Ownership history in MFA WEALTH ADVISORS, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which MFA WEALTH ADVISORS, LLC reported a position in GOLDMAN SACHS GROUP INC (GS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.69% (2025 Q4)
Avg. % of fund
0.77%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,070 +277 +3.2% 1.69% $8.0M $874.40
2025 Q3 ADDED 8,793 +240 +2.8% 1.53% $7.0M $788.27
2025 Q2 ADDED 8,553 +4,903 +134.3% 1.42% $6.1M $696.84
2025 Q1 ADDED 3,650 +3,649 +364900.0% 0.49% $2.0M $535.20
2024 Q3 REDUCED 1 -3 -75.0% 0.00% $495 $480.29
2024 Q2 REDUCED 4 -8,828 -100.0% 0.00% $2K $436.20
2023 Q4 ADDED 8,832 +357 +4.2% 0.96% $3.4M $367.18
2023 Q3 ADDED 8,475 +547 +6.9% 0.85% $2.7M $305.47
2023 Q2 ADDED 7,928 +342 +4.5% 0.81% $2.6M $301.98
2023 Q1 ADDED 7,586 +315 +4.3% 0.82% $2.5M $303.94
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GS price (monthly, adj. close)
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