BWM
GS icon

BankPlus Wealth Management’s Goldman Sachs GS Stock Holding History

BankPlus Wealth Management’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 		$877K Buy
866
+39
+5% +$38K 0.39% 42
2026
Q1 		$701K Buy
827
+317
+62% +$283K 0.36% 48
2025
Q4 		$448K Buy
510
+1
+0.2% +$816 0.25% 76
2025
Q3 		$406K Buy
509
+52
+11% +$38.5K 0.24% 77
2025
Q2 		$323K Buy
457
+5
+1% +$2.9K 0.21% 85
2025
Q1 		$247K Buy
452
+2
+0.4% +$1.2K 0.18% 89
2024
Q4 		$258K Buy
+450
New +$251K 0.19% 93

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

BankPlus Wealth Management's GS Position: Q2 2026 in Review

BankPlus Wealth Management increased its Goldman Sachs (GS) stake by 4.7% in Q2 2026, buying an estimated $38K and bringing the position to 866 shares worth $877K. The position accounts for 0.39% of the portfolio, ranked #42.

BankPlus Wealth Management first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • BankPlus Wealth Management held 866 shares of Goldman Sachs worth $877K as of Q2 2026.
  • BankPlus Wealth Management bought 39 Goldman Sachs shares in Q2 2026, an estimated $38K.
  • Goldman Sachs made up 0.39% of BankPlus Wealth Management's portfolio in Q2 2026, its #42 holding.
  • BankPlus Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.