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JBR Co Financial Management’s Goldman Sachs GS Stock Holding History

JBR Co Financial 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 		$253K Hold
250
– – 0.09% 122
2026
Q1 		$220K Hold
250
– – 0.09% 115
2025
Q4 		$220K Buy
+250
New +$204K 0.09% 115

Other funds holding GS

Sumitomo Mitsui Trust Group
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JBR Co Financial Management's GS Position: Q2 2026 in Review

JBR Co Financial Management held its Goldman Sachs (GS) position steady in Q2 2026 at 250 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #122.

JBR Co Financial Management first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 1,408 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • JBR Co Financial Management held 250 shares of Goldman Sachs worth $253K as of Q2 2026.
  • JBR Co Financial Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.09% of JBR Co Financial Management's portfolio in Q2 2026, its #122 holding.
  • JBR Co Financial Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.