BFG
GS icon

Beacon Financial Group’s Goldman Sachs GS Stock Holding History

Beacon Financial Group’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 		$630K Buy
623
+52
+9% +$50.7K 0.06% 217
2026
Q1 		$483K Buy
571
+3
+0.5% +$2.68K 0.05% 237
2025
Q4 		$499K Buy
568
+6
+1% +$4.9K 0.05% 231
2025
Q3 		$448K Hold
562
– – 0.04% 240
2025
Q2 		$398K Buy
562
+79
+16% +$45.8K 0.04% 248
2025
Q1 		$264K Buy
483
+11
+2% +$6.62K 0.03% 296
2024
Q4 		$270K Sell
472
-17
-3% -$9.48K 0.03% 296
2024
Q3 		$242K Buy
+489
New +$239K 0.03% 298

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

Beacon Financial Group's GS Position: Q2 2026 in Review

Beacon Financial Group increased its Goldman Sachs (GS) stake by 9.1% in Q2 2026, buying an estimated $50.7K and bringing the position to 623 shares worth $630K. The position accounts for 0.06% of the portfolio, ranked #217.

Beacon Financial Group first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Beacon Financial Group held 623 shares of Goldman Sachs worth $630K as of Q2 2026.
  • Beacon Financial Group bought 52 Goldman Sachs shares in Q2 2026, an estimated $50.7K.
  • Goldman Sachs made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #217 holding.
  • Beacon Financial Group first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.