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Legacy Trust’s Goldman Sachs GS Stock Holding History

Legacy Trust’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 		$15.3M Sell
15,155
-261
-2% -$254K 2.71% 8
2026
Q1 		$13M Sell
15,416
-50
-0.3% -$44.6K 2.5% 7
2025
Q4 		$13.6M Buy
15,466
+49
+0.3% +$40K 2.54% 7
2025
Q3 		$12.3M Sell
15,417
-426
-3% -$316K 2.42% 9
2025
Q2 		$11.2M Sell
15,843
-922
-5% -$534K 2.75% 7
2025
Q1 		$9.16M Sell
16,765
-45
-0.3% -$27.1K 2.21% 10
2024
Q4 		$9.63M Buy
16,810
+137
+0.8% +$76.4K 2.23% 10
2024
Q3 		$8.25M Sell
16,673
-194
-1% -$94.9K 1.9% 15
2024
Q2 		$7.63M Buy
16,867
+615
+4% +$270K 1.9% 15
2024
Q1 		$6.79M Buy
16,252
+205
+1% +$79.6K 1.69% 18
2023
Q4 		$6.19M Buy
16,047
+173
+1% +$57.7K 1.61% 16
2023
Q3 		$5.14M Buy
15,874
+187
+1% +$62.5K 1.49% 20
2023
Q2 		$5.06M Buy
15,687
+249
+2% +$81.9K 1.39% 23
2023
Q1 		$5.05M Buy
15,438
+20
+0.1% +$6.96K 1.5% 22
2022
Q4 		$5.29M Buy
+15,418
New +$5.37M 1.63% 15

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 Trust's GS Position: Q2 2026 in Review

Legacy Trust reduced its Goldman Sachs (GS) stake by 1.7% in Q2 2026, selling an estimated $254K and leaving 15,155 shares worth $15.3M. The position accounts for 2.71% of the portfolio, ranked #8.

Legacy Trust first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,180 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Legacy Trust held 15,155 shares of Goldman Sachs worth $15.3M as of Q2 2026.
  • Legacy Trust sold 261 Goldman Sachs shares in Q2 2026, an estimated $254K.
  • Goldman Sachs made up 2.71% of Legacy Trust's portfolio in Q2 2026, its #8 holding.
  • Legacy Trust first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,180 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.