Bruce G. Allen Investments’s Goldman Sachs GS Stock Holding History

Bruce G. Allen Investments’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	$150K	Sell	177 -54	-23%	-$48.2K	0.1%	103
2025 Q4	$203K	Sell	231 -9	-4%	-$7.34K	0.14%	75
2025 Q3	$191K	Sell	240 -6	-2%	-$4.45K	0.14%	78
2025 Q2	$174K	Sell	246 -1	-0.4%	-$579	0.13%	85
2025 Q1	$135K	Buy	247 +13	+6%	+$7.82K	0.11%	108
2024 Q4	$134K	Buy	234 +37	+19%	+$20.6K	0.11%	116
2024 Q3	$97.5K	Hold	197	–	–	0.08%	159
2024 Q2	$89.1K	Sell	197 -2	-1%	-$878	0.07%	161
2024 Q1	$83.1K	Sell	199 -10	-5%	-$3.88K	0.07%	177
2023 Q4	$80.6K	Buy	+209	New	+$69.8K	0.07%	176

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

Bruce G. Allen Investments's GS Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Goldman Sachs (GS) stake by 23% in Q1 2026, selling an estimated $48.2K and leaving 177 shares worth $150K. The position accounts for 0.1% of the portfolio, ranked #103.

Bruce G. Allen Investments first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $203K in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Bruce G. Allen Investments held 177 shares of Goldman Sachs worth $150K as of Q1 2026.
Bruce G. Allen Investments sold 54 Goldman Sachs shares in Q1 2026, an estimated $48.2K.
Goldman Sachs made up 0.1% of Bruce G. Allen Investments's portfolio in Q1 2026, its #103 holding.
Bruce G. Allen Investments first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Goldman Sachs position peaked at $203K in Q4 2025.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.