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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCS Private Wealth Management's GS Position: Q1 2026 in Review

BCS Private Wealth Management increased its Goldman Sachs (GS) stake by 2.1% in Q1 2026, buying an estimated $17.8K and bringing the position to 952 shares worth $805K. The position accounts for 0.24% of the portfolio, ranked #80.

BCS Private Wealth Management first reported a position in GS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q3 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • BCS Private Wealth Management held 952 shares of Goldman Sachs worth $805K as of Q1 2026.
  • BCS Private Wealth Management bought 20 Goldman Sachs shares in Q1 2026, an estimated $17.8K.
  • Goldman Sachs made up 0.24% of BCS Private Wealth Management's portfolio in Q1 2026, its #80 holding.
  • BCS Private Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's Goldman Sachs position peaked at $1.08M in Q3 2025.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.