LCGC
GS icon

Legacy Capital Group California’s Goldman Sachs GS Stock Holding History

Legacy Capital Group California’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 		$2.5M Buy
2,472
+1,205
+95% +$1.17M 0.75% 18
2026
Q1 		$1.07M Sell
1,267
-2,827
-69% -$2.52M 0.41% 64
2025
Q4 		$3.6M Sell
4,094
-28
-0.7% -$22.8K 0.87% 18
2025
Q3 		$3.28M Buy
4,122
+372
+10% +$276K 0.84% 17
2025
Q2 		$2.65M Buy
3,750
+3,109
+485% +$1.8M 0.74% 22
2025
Q1 		$350K Sell
641
-3
-0.5% -$1.8K 0.12% 202
2024
Q4 		$369K Sell
644
-2
-0.3% -$1.12K 0.11% 215
2024
Q3 		$320K Sell
646
-31
-5% -$15.2K 0.11% 219
2024
Q2 		$306K Sell
677
-175
-21% -$76.8K 0.11% 217
2024
Q1 		$356K Sell
852
-12
-1% -$4.66K 0.13% 204
2023
Q4 		$333K Buy
864
+1
+0.1% +$334 0.13% 205
2023
Q3 		$279K Sell
863
-10
-1% -$3.34K 0.12% 220
2023
Q2 		$282K Buy
873
+28
+3% +$9.21K 0.12% 211
2023
Q1 		$276K Buy
+845
New +$294K 0.14% 199

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

Legacy Capital Group California's GS Position: Q2 2026 in Review

Legacy Capital Group California increased its Goldman Sachs (GS) stake by 95% in Q2 2026, buying an estimated $1.17M and bringing the position to 2,472 shares worth $2.5M. The position accounts for 0.75% of the portfolio, ranked #18.

Legacy Capital Group California first reported a position in GS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.6M in Q4 2025. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Legacy Capital Group California held 2,472 shares of Goldman Sachs worth $2.5M as of Q2 2026.
  • Legacy Capital Group California bought 1,205 Goldman Sachs shares in Q2 2026, an estimated $1.17M.
  • Goldman Sachs made up 0.75% of Legacy Capital Group California's portfolio in Q2 2026, its #18 holding.
  • Legacy Capital Group California first reported a position in Goldman Sachs in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Goldman Sachs position peaked at $3.6M in Q4 2025.
  • 3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.