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Lakeshore Financial Planning’s Goldman Sachs GS Stock Holding History

Lakeshore Financial Planning’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 		$396K Hold
392
– – 0.13% 55
2026
Q1 		$332K Hold
392
– – 0.12% 57
2025
Q4 		$345K Sell
392
-43
-10% -$35.1K 0.12% 54
2025
Q3 		$346K Hold
435
– – 0.13% 50
2025
Q2 		$308K Hold
435
– – 0.12% 51
2025
Q1 		$238K Buy
435
+37
+9% +$22.3K 0.1% 63
2024
Q4 		$228K Buy
+398
New +$222K 0.1% 66

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Lakeshore Financial Planning's GS Position: Q2 2026 in Review

Lakeshore Financial Planning held its Goldman Sachs (GS) position steady in Q2 2026 at 392 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #55.

Lakeshore Financial Planning first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,511 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Lakeshore Financial Planning held 392 shares of Goldman Sachs worth $396K as of Q2 2026.
  • Lakeshore Financial Planning left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.13% of Lakeshore Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Lakeshore Financial Planning first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,511 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.