BankPlus Trust Department’s Goldman Sachs GS Stock Holding History

BankPlus Trust Department’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	$2.71M	Buy	2,683 +105	+4%	+$102K	0.63%	35
2026 Q1	$2.18M	Buy	2,578 +1,442	+127%	+$1.29M	0.58%	42
2025 Q4	$999K	Sell	1,136 -5	-0.4%	-$4.08K	0.26%	85
2025 Q3	$909K	Sell	1,141 -18	-2%	-$13.3K	0.24%	86
2025 Q2	$820K	Hold	1,159	–	–	0.24%	88
2025 Q1	$633K	Sell	1,159 -5	-0.4%	-$3.01K	0.21%	89
2024 Q4	$667K	Buy	+1,164	New	+$649K	0.22%	89

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BankPlus Trust Department's GS Position: Q2 2026 in Review

BankPlus Trust Department increased its Goldman Sachs (GS) stake by 4.1% in Q2 2026, buying an estimated $102K and bringing the position to 2,683 shares worth $2.71M. The position accounts for 0.63% of the portfolio, ranked #35.

BankPlus Trust Department first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

BankPlus Trust Department held 2,683 shares of Goldman Sachs worth $2.71M as of Q2 2026.
BankPlus Trust Department bought 105 Goldman Sachs shares in Q2 2026, an estimated $102K.
Goldman Sachs made up 0.63% of BankPlus Trust Department's portfolio in Q2 2026, its #35 holding.
BankPlus Trust Department first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.