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BCS Private Wealth Management’s Goldman Sachs GS Stock Holding History

BCS Private 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 		$965K Buy
954
+2
+0.2% +$1.95K 0.29% 63
2026
Q1 		$805K Buy
952
+20
+2% +$17.8K 0.24% 80
2025
Q4 		$819K Sell
932
-424
-31% -$346K 0.28% 66
2025
Q3 		$1.08M Sell
1,356
-32
-2% -$23.7K 0.39% 53
2025
Q2 		$983K Buy
+1,388
New +$804K 0.37% 54

Other funds holding GS

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCS Private Wealth Management's GS Position: Q2 2026 in Review

BCS Private Wealth Management increased its Goldman Sachs (GS) stake by 0.21% in Q2 2026, buying an estimated $1.95K and bringing the position to 954 shares worth $965K. The position accounts for 0.29% of the portfolio, ranked #63.

BCS Private Wealth Management first reported a position in GS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • BCS Private Wealth Management held 954 shares of Goldman Sachs worth $965K as of Q2 2026.
  • BCS Private Wealth Management bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.29% of BCS Private Wealth Management's portfolio in Q2 2026, its #63 holding.
  • BCS Private Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Goldman Sachs position peaked at $1.08M in Q3 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.