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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
Q2 		$2.07M Hold
2,045
– – 0.06% 192
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bragg Financial Advisors's GS Position: Q2 2026 in Review

Bragg Financial Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 2,045 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #192.

Bragg Financial Advisors first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Bragg Financial Advisors held 2,045 shares of Goldman Sachs worth $2.07M as of Q2 2026.
  • Bragg Financial Advisors left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.06% of Bragg Financial Advisors's portfolio in Q2 2026, its #192 holding.
  • Bragg Financial Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.