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JDM Financial Group’s Goldman Sachs GS Stock Holding History

JDM Financial Group’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 		$80.9K Hold
80
– – 0.03% 88
2026
Q1 		$67.7K Hold
80
– – 0.03% 95
2025
Q4 		$70.3K Hold
80
– – 0.03% 91
2025
Q3 		$63.7K Hold
80
– – 0.03% 88
2025
Q2 		$56.6K Sell
80
-5
-6% -$2.9K 0.03% 87
2025
Q1 		$46.4K Hold
85
– – 0.02% 90
2024
Q4 		$48.7K Hold
85
– – 0.03% 85
2024
Q3 		$42.1K Buy
+85
New +$41.6K 0.02% 95

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
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

JDM Financial Group's GS Position: Q2 2026 in Review

JDM Financial Group held its Goldman Sachs (GS) position steady in Q2 2026 at 80 shares worth $80.9K. The position accounts for 0.03% of the portfolio, ranked #88.

JDM Financial Group first reported a position in GS in Q3 2024 and has held it in 8 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • JDM Financial Group held 80 shares of Goldman Sachs worth $80.9K as of Q2 2026.
  • JDM Financial Group left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.03% of JDM Financial Group's portfolio in Q2 2026, its #88 holding.
  • JDM Financial Group first reported a position in Goldman Sachs in Q3 2024 and has held it in 8 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.