PWMAI
GS icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Goldman Sachs GS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$110K Buy
+108
New +$105K 0.03% 241
2025
Q1 		– Sell
-25
Closed -$14.4K – 499
2024
Q4 		$14.4K Buy
+25
New +$13.9K 0.01% 350
2023
Q1 		– Sell
-37
Closed -$12.7K – 330
2022
Q4 		$12.7K Buy
+37
New +$12.9K 0.01% 204

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s GS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Goldman Sachs (GS) in Q2 2026: 108 shares worth $110K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in GS as recently as Q4 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in GS in Q4 2022 and has held it in 3 quarters since. 2,070 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 108 shares of Goldman Sachs worth $110K as of Q2 2026.
  • Goldman Sachs was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • Goldman Sachs made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #241 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Goldman Sachs in Q4 2022 and has held it in 3 quarters since.
  • 2,070 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.