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Belleair Asset Management’s Goldman Sachs GS Stock Holding History

Belleair Asset 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 		$232K Buy
+229
New +$223K 0.19% 79
2026
Q1 		– Sell
-229
Closed -$201K – 79
2025
Q4 		$201K Buy
+229
New +$187K 0.19% 79

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Belleair Asset Management's GS Position: Q2 2026 in Review

Belleair Asset Management opened a new position in Goldman Sachs (GS) in Q2 2026: 229 shares worth $232K. The stake represents 0.19% of the portfolio and ranks #79 among its holdings. This is a return to the name: Belleair Asset Management previously reported a position in GS as recently as Q4 2025.

Belleair Asset Management first reported a position in GS in Q4 2025 and has held it in 2 quarters since. 1,931 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Belleair Asset Management held 229 shares of Goldman Sachs worth $232K as of Q2 2026.
  • Goldman Sachs was a new Belleair Asset Management position in Q2 2026.
  • Goldman Sachs made up 0.19% of Belleair Asset Management's portfolio in Q2 2026, its #79 holding.
  • Belleair Asset Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • 1,931 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.