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Bard Financial Services’s Goldman Sachs GS Stock Holding History

Bard Financial Services’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
2025
Q3 		$10.9M Sell
13,740
-250
-2% -$185K 1.2% 20
2025
Q2 		$9.9M Sell
13,990
-115
-0.8% -$66.6K 1.18% 20
2025
Q1 		$7.71M Sell
14,105
-10
-0.1% -$6.02K 0.94% 32
2024
Q4 		$8.08M Sell
14,115
-100
-0.7% -$55.8K 0.97% 27
2024
Q3 		$7.04M Sell
14,215
-480
-3% -$235K 0.83% 36
2024
Q2 		$6.65M Sell
14,695
-125
-0.8% -$54.9K 0.69% 39
2024
Q1 		$6.19M Buy
14,820
+5
+0% +$1.94K 0.66% 42
2023
Q4 		$5.72M Buy
14,815
+145
+1% +$48.4K 0.64% 43
2023
Q3 		$4.75M Buy
14,670
+590
+4% +$197K 0.59% 46
2023
Q2 		$4.54M Buy
14,080
+50
+0.4% +$16.4K 0.34% 72
2023
Q1 		$4.59M Sell
14,030
-450
-3% -$157K 0.37% 71
2022
Q4 		$4.97M Buy
14,480
+1,830
+14% +$637K 0.42% 58
2022
Q3 		$3.71M Buy
12,650
+2,975
+31% +$964K 0.35% 73
2022
Q2 		$2.87M Buy
9,675
+4,725
+95% +$1.47M 0.26% 90
2022
Q1 		$1.63M Buy
4,950
+650
+15% +$230K 0.13% 118
2021
Q4 		$1.65M Buy
4,300
+25
+0.6% +$9.9K 0.13% 116
2021
Q3 		$1.62M Sell
4,275
-250
-6% -$97.6K 0.14% 117
2021
Q2 		$1.72M Buy
4,525
+825
+22% +$295K 0.15% 111
2021
Q1 		$1.21M Buy
3,700
+2,475
+202% +$771K 0.12% 126
2020
Q4 		$323K Buy
+1,225
New +$273K 0.03% 202

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bard Financial Services's GS Position: Q3 2025 in Review

Bard Financial Services reduced its Goldman Sachs (GS) stake by 1.8% in Q3 2025, selling an estimated $185K and leaving 13,740 shares worth $10.9M. The position accounts for 1.2% of the portfolio, ranked #20.

Bard Financial Services first reported a position in GS in Q4 2020 and has held it in 20 quarters since. 2,745 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Bard Financial Services held 13,740 shares of Goldman Sachs worth $10.9M as of Q3 2025.
  • Bard Financial Services sold 250 Goldman Sachs shares in Q3 2025, an estimated $185K.
  • Goldman Sachs made up 1.2% of Bard Financial Services's portfolio in Q3 2025, its #20 holding.
  • Bard Financial Services first reported a position in Goldman Sachs in Q4 2020 and has held it in 20 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.