PBMares Wealth Management’s Goldman Sachs GS Stock Holding History

PBMares Wealth Management’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
2025 Q3	$239K	Hold	300	–	–	0.04%	177
2025 Q2	$212K	Buy	+300	New	+$174K	0.04%	174

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PBMares Wealth Management's GS Position: Q3 2025 in Review

PBMares Wealth Management held its Goldman Sachs (GS) position steady in Q3 2025 at 300 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #177.

PBMares Wealth Management first reported a position in GS in Q2 2025 and has held it in 2 quarters since. 2,739 funds tracked by Wall St. Rank hold GS as of Q3 2025.

PBMares Wealth Management held 300 shares of Goldman Sachs worth $239K as of Q3 2025.
PBMares Wealth Management left its Goldman Sachs share count unchanged in Q3 2025.
Goldman Sachs made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #177 holding.
PBMares Wealth Management first reported a position in Goldman Sachs in Q2 2025 and has held it in 2 quarters since.
2,739 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.