Lauterbach Financial Advisors’s Goldman Sachs GS Stock Holding History

Lauterbach Financial Advisors’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	$927K	Buy	916 +4	+0.4%	+$3.9K	0.4%	34
2026 Q1	$772K	Sell	912 -539	-37%	-$481K	0.38%	33
2025 Q4	$1.28M	Buy	1,451 +6	+0.4%	+$4.9K	0.62%	25
2025 Q3	$1.15M	Buy	1,445 +109	+8%	+$80.8K	0.58%	26
2025 Q2	$946K	Buy	1,336 +6	+0.5%	+$3.48K	0.52%	28
2025 Q1	$727K	Buy	1,330 +7	+0.5%	+$4.21K	0.45%	29
2024 Q4	$758K	Buy	1,323 +7	+0.5%	+$3.9K	0.46%	28
2024 Q3	$652K	Buy	1,316 +5	+0.4%	+$2.45K	0.4%	33
2024 Q2	$617K	Buy	1,311 +4	+0.3%	+$1.75K	0.41%	30
2024 Q1	$546K	Buy	1,307 +51	+4%	+$19.8K	0.36%	35
2023 Q4	$484K	Sell	1,256 -168	-12%	-$56.1K	0.34%	34
2023 Q3	$461K	Buy	1,424 +6	+0.4%	+$2K	0.36%	33
2023 Q2	$457K	Buy	1,418 +6	+0.4%	+$1.97K	0.35%	32
2023 Q1	$462K	Buy	1,412 +393	+39%	+$137K	0.37%	32
2022 Q4	$350K	Buy	1,019 +6	+0.6%	+$2.09K	0.31%	35
2022 Q3	$297K	Buy	1,013 +7	+0.7%	+$2.27K	0.3%	33
2022 Q2	$299K	Buy	1,006 +179	+22%	+$55.7K	0.28%	35
2022 Q1	$273K	Buy	827 +5	+0.6%	+$1.77K	0.25%	37
2021 Q4	$314K	Buy	+822	New	+$325K	0.28%	34

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

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lauterbach Financial Advisors's GS Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Goldman Sachs (GS) stake by 0.44% in Q2 2026, buying an estimated $3.9K and bringing the position to 916 shares worth $927K. The position accounts for 0.4% of the portfolio, ranked #34.

Lauterbach Financial Advisors first reported a position in GS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2025. 1,427 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Lauterbach Financial Advisors held 916 shares of Goldman Sachs worth $927K as of Q2 2026.
Lauterbach Financial Advisors bought 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
Goldman Sachs made up 0.4% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #34 holding.
Lauterbach Financial Advisors first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
Lauterbach Financial Advisors's Goldman Sachs position peaked at $1.28M in Q4 2025.
1,427 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.