Jacobi Capital Management’s Goldman Sachs GS Stock Holding History

Jacobi Capital Management’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	$2.02M	Buy	1,998 +18	+0.9%	+$17.5K	0.1%	185
2026 Q1	$1.68M	Buy	1,980 +55	+3%	+$49.1K	0.09%	208
2025 Q4	$1.69M	Buy	1,925 +6	+0.3%	+$4.9K	0.1%	197
2025 Q3	$1.53M	Sell	1,919 -143	-7%	-$106K	0.09%	217
2025 Q2	$1.46M	Buy	2,062 +20	+1%	+$11.6K	0.1%	212
2025 Q1	$1.12M	Buy	2,042 +129	+7%	+$77.6K	0.08%	234
2024 Q4	$1.1M	Sell	1,913 -127	-6%	-$70.8K	0.08%	235
2024 Q3	$1.01M	Buy	2,040 +131	+7%	+$64.1K	0.08%	244
2024 Q2	$864K	Buy	1,909 +345	+22%	+$151K	0.08%	239
2024 Q1	$653K	Buy	1,564 +23	+1%	+$8.93K	0.06%	265
2023 Q4	$595K	Buy	1,541 +24	+2%	+$8.01K	0.06%	269
2023 Q3	$491K	Buy	1,517 +55	+4%	+$18.4K	0.06%	272
2023 Q2	$471K	Sell	1,462 -7	-0.5%	-$2.3K	0.05%	285
2023 Q1	$481K	Buy	1,469 +24	+2%	+$8.35K	0.06%	279
2022 Q4	$496K	Sell	1,445 -8	-0.6%	-$2.79K	0.06%	263
2022 Q3	$426K	Buy	1,453 +178	+14%	+$57.7K	0.06%	270
2022 Q2	$379K	Buy	1,275 +210	+20%	+$65.4K	0.05%	294
2022 Q1	$352K	Buy	1,065 +258	+32%	+$91.1K	0.04%	319
2021 Q4	$309K	Buy	807 +70	+9%	+$27.7K	0.04%	346
2021 Q3	$279K	Sell	737 -13	-2%	-$5.08K	0.04%	341
2021 Q2	$285K	Buy	750 +31	+4%	+$11.1K	0.04%	327
2021 Q1	$235K	Buy	719 +30	+4%	+$9.34K	0.03%	325
2020 Q4	$182K	Buy	689 +65	+10%	+$14.5K	0.03%	329
2020 Q3	$125K	Buy	624 +56	+10%	+$11.4K	0.02%	357
2020 Q2	$112K	Buy	568 +3	+0.5%	+$563	0.02%	353
2020 Q1	$87K	Sell	565 -8	-1%	-$1.7K	0.02%	343
2019 Q4	$132K	Buy	573 +2	+0.4%	+$434	0.02%	332
2019 Q3	$118K	Buy	571 +53	+10%	+$11.1K	0.02%	331
2019 Q2	$106K	Buy	518 +415	+403%	+$82.1K	0.02%	340
2019 Q1	$20K	Buy	103 +20	+24%	+$3.86K	0.01%	573
2018 Q4	$14K	Sell	83 -40	-33%	-$8.07K	﹤0.01%	607
2018 Q3	$28K	Buy	123 +5	+4%	+$1.16K	0.01%	517
2018 Q2	$26K	Buy	118 +15	+15%	+$3.58K	0.01%	528
2018 Q1	$25K	Buy	103 +20	+24%	+$5.21K	0.01%	517
2017 Q4	$21K	Hold	83	–	–	0.01%	533
2017 Q3	$20K	Hold	83	–	–	0.01%	502
2017 Q2	$19K	Buy	83 +3	+4%	+$667	0.01%	452
2017 Q1	$18K	Hold	80	–	–	0.01%	375
2016 Q4	$20K	Sell	80 -27	-25%	-$5.48K	0.01%	329
2016 Q3	$17K	Hold	107	–	–	0.01%	385
2016 Q2	$16K	Buy	+107	New	+$16.7K	0.01%	381

Other funds holding GS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Jacobi Capital Management's GS Position: Q2 2026 in Review

Jacobi Capital Management increased its Goldman Sachs (GS) stake by 0.91% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,998 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #185.

Jacobi Capital Management first reported a position in GS in Q2 2016 and has held it in 41 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Jacobi Capital Management held 1,998 shares of Goldman Sachs worth $2.02M as of Q2 2026.
Jacobi Capital Management bought 18 Goldman Sachs shares in Q2 2026, an estimated $17.5K.
Goldman Sachs made up 0.1% of Jacobi Capital Management's portfolio in Q2 2026, its #185 holding.
Jacobi Capital Management first reported a position in Goldman Sachs in Q2 2016 and has held it in 41 quarters since.
1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.