Bragg Financial Advisors’s Goldman Sachs GS Stock Holding History

Bragg Financial Advisors’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	$1.73M	Buy	2,045 +7	+0.3%	+$6.25K	0.05%	195
2025 Q4	$1.79M	Hold	2,038	–	–	0.06%	191
2025 Q3	$1.62M	Buy	2,038 +7	+0.3%	+$5.19K	0.05%	188
2025 Q2	$1.44M	Buy	2,031 +3	+0.1%	+$1.74K	0.05%	199
2025 Q1	$1.11M	Hold	2,028	–	–	0.05%	204
2024 Q4	$1.16M	Hold	2,028	–	–	0.05%	197
2024 Q3	$1M	Sell	2,028 -37	-2%	-$18.1K	0.04%	210
2024 Q2	$934K	Sell	2,065 -20	-1%	-$8.78K	0.04%	205
2024 Q1	$871K	Hold	2,085	–	–	0.04%	210
2023 Q4	$804K	Sell	2,085 -19	-0.9%	-$6.34K	0.04%	213
2023 Q3	$681K	Hold	2,104	–	–	0.04%	221
2023 Q2	$679K	Hold	2,104	–	–	0.04%	226
2023 Q1	$688K	Sell	2,104 -21	-1%	-$7.31K	0.04%	219
2022 Q4	$730K	Buy	+2,125	New	+$740K	0.04%	214

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bragg Financial Advisors's GS Position: Q1 2026 in Review

Bragg Financial Advisors increased its Goldman Sachs (GS) stake by 0.34% in Q1 2026, buying an estimated $6.25K and bringing the position to 2,045 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #195.

Bragg Financial Advisors first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.79M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Bragg Financial Advisors held 2,045 shares of Goldman Sachs worth $1.73M as of Q1 2026.
Bragg Financial Advisors bought 7 Goldman Sachs shares in Q1 2026, an estimated $6.25K.
Goldman Sachs made up 0.05% of Bragg Financial Advisors's portfolio in Q1 2026, its #195 holding.
Bragg Financial Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
Bragg Financial Advisors's Goldman Sachs position peaked at $1.79M in Q4 2025.
2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.