Cape Ann Savings Bank’s Goldman Sachs GS Stock Holding History

Cape Ann Savings Bank’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	$357K	Sell	353 -17	-5%	-$16.6K	0.17%	85
2026 Q1	$313K	Sell	370 -10	-3%	-$8.92K	0.16%	90
2025 Q4	$334K	Buy	380 +20	+6%	+$16.3K	0.17%	81
2025 Q3	$287K	Buy	360 +10	+3%	+$7.41K	0.15%	91
2025 Q2	$248K	Buy	+350	New	+$203K	0.15%	85

Other funds holding GS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Cape Ann Savings Bank's GS Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its Goldman Sachs (GS) stake by 4.6% in Q2 2026, selling an estimated $16.6K and leaving 353 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #85.

Cape Ann Savings Bank first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 1,931 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Cape Ann Savings Bank held 353 shares of Goldman Sachs worth $357K as of Q2 2026.
Cape Ann Savings Bank sold 17 Goldman Sachs shares in Q2 2026, an estimated $16.6K.
Goldman Sachs made up 0.17% of Cape Ann Savings Bank's portfolio in Q2 2026, its #85 holding.
Cape Ann Savings Bank first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
1,931 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.