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Johnson Financial Group Inc (Wisconsin)’s Goldman Sachs GS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		$135K Sell
160
-12
-7% -$10.7K ﹤0.01% 368
2025
Q4 		$151K Sell
172
-16
-9% -$13.1K 0.01% 366
2025
Q3 		$150K Buy
188
+78
+71% +$57.8K 0.01% 397
2025
Q2 		$77.9K Buy
110
+10
+10% +$5.79K ﹤0.01% 408
2025
Q1 		$54.6K Buy
100
+10
+11% +$6.02K ﹤0.01% 596
2024
Q4 		$57.6K Sell
90
-100
-53% -$55.8K ﹤0.01% 468
2024
Q3 		$94.1K Buy
190
+86
+83% +$42.1K ﹤0.01% 453
2024
Q2 		$47K Buy
104
+73
+235% +$32K ﹤0.01% 457
2024
Q1 		$12.9K Sell
31
-255
-89% -$99K ﹤0.01% 534
2023
Q4 		$110K Buy
286
+167
+140% +$55.7K 0.01% 364
2023
Q3 		$38.5K Sell
119
-1,663
-93% -$556K ﹤0.01% 424
2023
Q2 		$575K Sell
1,782
-119
-6% -$39.1K 0.04% 169
2023
Q1 		$622K Sell
1,901
-300
-14% -$104K 0.04% 159
2022
Q4 		$756K Sell
2,201
-378
-15% -$132K 0.06% 130
2022
Q3 		$852K Buy
2,579
+17
+0.7% +$5.51K 0.08% 114
2022
Q2 		$761K Buy
2,562
+14
+0.5% +$4.36K 0.05% 148
2022
Q1 		$842K Buy
2,548
+69
+3% +$24.4K 0.06% 149
2021
Q4 		$948K Buy
2,479
+191
+8% +$75.6K 0.06% 139
2021
Q3 		$865K Sell
2,288
-44
-2% -$17.2K 0.06% 139
2021
Q2 		$885K Buy
2,332
+591
+34% +$211K 0.06% 139
2021
Q1 		$570K Buy
1,741
+992
+132% +$309K 0.04% 171
2020
Q4 		$198K Buy
749
+184
+33% +$41K 0.02% 213
2020
Q3 		$113K Hold
565
– – 0.01% 215
2020
Q2 		$112K Sell
565
-200
-26% -$37.5K 0.01% 210
2020
Q1 		$118K Buy
765
+305
+66% +$64.7K 0.01% 224
2019
Q4 		$105K Buy
460
+2
+0.4% +$434 0.01% 257
2019
Q3 		$95K Sell
458
-234
-34% -$48.9K 0.01% 286
2019
Q2 		$142K Sell
692
-43
-6% -$8.51K 0.01% 250
2019
Q1 		$141K Buy
735
+124
+20% +$23.9K 0.01% 244
2018
Q4 		$102K Buy
611
+117
+24% +$23.6K 0.01% 259
2018
Q3 		$111K Sell
494
-136
-22% -$31.6K 0.01% 257
2018
Q2 		$139K Hold
630
– – 0.02% 241
2018
Q1 		$159K Buy
630
+4
+0.6% +$1.04K 0.02% 236
2017
Q4 		$160K Sell
626
-15
-2% -$3.68K 0.02% 249
2017
Q3 		$152K Buy
641
+134
+26% +$30.2K 0.02% 246
2017
Q2 		$113K Sell
507
-35
-6% -$7.78K 0.02% 273
2017
Q1 		$125K Sell
542
-211
-28% -$50.9K 0.02% 303
2016
Q4 		$180K Buy
753
+38
+5% +$7.72K 0.02% 274
2016
Q3 		$115K Hold
715
– – 0.02% 321
2016
Q2 		$106K Sell
715
-427
-37% -$66.6K 0.01% 351
2016
Q1 		$179K Sell
1,142
-15
-1% -$2.32K 0.04% 257
2015
Q4 		$209K Hold
1,157
– – 0.04% 239
2015
Q3 		$201K Sell
1,157
-66
-5% -$12.9K 0.04% 246
2015
Q2 		$255K Buy
1,223
+10
+0.8% +$2.04K 0.05% 228
2015
Q1 		$228K Sell
1,213
-102
-8% -$19K 0.05% 247
2014
Q4 		$255K Buy
1,315
+63
+5% +$11.8K 0.06% 219
2014
Q3 		$231K Buy
1,252
+15
+1% +$2.63K 0.06% 205
2014
Q2 		$207K Buy
1,237
+50
+4% +$8.07K 0.05% 221
2014
Q1 		$194K Hold
1,187
– – 0.06% 213
2013
Q4 		$210K Buy
1,187
+100
+9% +$16.5K 0.06% 206
2013
Q3 		$172K Hold
1,087
– – 0.05% 220
2013
Q2 		$164K Buy
+1,087
New +$166K 0.05% 245

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s GS Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Goldman Sachs (GS) stake by 7% in Q1 2026, selling an estimated $10.7K and leaving 160 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Johnson Financial Group Inc (Wisconsin) first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $948K in Q4 2021. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 160 shares of Goldman Sachs worth $135K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 12 Goldman Sachs shares in Q1 2026, an estimated $10.7K.
  • Goldman Sachs made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #368 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Goldman Sachs position peaked at $948K in Q4 2021.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.