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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
Q2 		$174K Sell
172
-5
-3% -$4.88K 0.11% 90
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
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

Bruce G. Allen Investments's GS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Goldman Sachs (GS) stake by 2.8% in Q2 2026, selling an estimated $4.88K and leaving 172 shares worth $174K. The position accounts for 0.11% of the portfolio, ranked #90.

Bruce G. Allen Investments first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $203K in Q4 2025. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Bruce G. Allen Investments held 172 shares of Goldman Sachs worth $174K as of Q2 2026.
  • Bruce G. Allen Investments sold 5 Goldman Sachs shares in Q2 2026, an estimated $4.88K.
  • Goldman Sachs made up 0.11% of Bruce G. Allen Investments's portfolio in Q2 2026, its #90 holding.
  • Bruce G. Allen Investments first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Goldman Sachs position peaked at $203K in Q4 2025.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.