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BFC Planning, Inc.’s Goldman Sachs GS Stock Holding History

BFC Planning, 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 		$5.43M Buy
5,365
+168
+3% +$164K 0.22% 98
2026
Q1 		$4.4M Buy
5,197
+334
+7% +$298K 0.2% 99
2025
Q4 		$4.27M Buy
4,863
+3,409
+234% +$2.78M 0.19% 110
2025
Q3 		$1.16M Buy
1,454
+107
+8% +$79.3K 0.08% 207
2025
Q2 		$953K Buy
1,347
+29
+2% +$16.8K 0.07% 232
2025
Q1 		$720K Sell
1,318
-7
-0.5% -$4.21K 0.06% 265
2024
Q4 		$758K Buy
+1,325
New +$739K 0.06% 251

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

BFC Planning, Inc.'s GS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Goldman Sachs (GS) stake by 3.2% in Q2 2026, buying an estimated $164K and bringing the position to 5,365 shares worth $5.43M. The position accounts for 0.22% of the portfolio, ranked #98.

BFC Planning, Inc. first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,197 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • BFC Planning, Inc. held 5,365 shares of Goldman Sachs worth $5.43M as of Q2 2026.
  • BFC Planning, Inc. bought 168 Goldman Sachs shares in Q2 2026, an estimated $164K.
  • Goldman Sachs made up 0.22% of BFC Planning, Inc.'s portfolio in Q2 2026, its #98 holding.
  • BFC Planning, Inc. first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,197 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.