PlanVest Financial’s Goldman Sachs GS Stock Holding History

PlanVest Financial’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	$6.07K	Hold	6	–	–	﹤0.01%	440
2026 Q1	$5.08K	Buy	+6	New	+$5.35K	﹤0.01%	426

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PlanVest Financial's GS Position: Q2 2026 in Review

PlanVest Financial held its Goldman Sachs (GS) position steady in Q2 2026 at 6 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

PlanVest Financial first reported a position in GS in Q1 2026 and has held it in 2 quarters since. 3,101 funds tracked by Wall St. Rank hold GS as of Q2 2026.

PlanVest Financial held 6 shares of Goldman Sachs worth $6.07K as of Q2 2026.
PlanVest Financial left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #440 holding.
PlanVest Financial first reported a position in Goldman Sachs in Q1 2026 and has held it in 2 quarters since.
3,101 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.