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Southeast Asset Advisors’s Goldman Sachs GS Stock Holding History

Southeast Asset 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
Q1 		$236K Buy
279
+16
+6% +$14.3K 0.03% 194
2025
Q4 		$231K Hold
263
– – 0.02% 202
2025
Q3 		$209K Buy
+263
New +$195K 0.02% 198

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Southeast Asset Advisors's GS Position: Q1 2026 in Review

Southeast Asset Advisors increased its Goldman Sachs (GS) stake by 6.1% in Q1 2026, buying an estimated $14.3K and bringing the position to 279 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #194.

Southeast Asset Advisors first reported a position in GS in Q3 2025 and has held it in 3 quarters since. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Southeast Asset Advisors held 279 shares of Goldman Sachs worth $236K as of Q1 2026.
  • Southeast Asset Advisors bought 16 Goldman Sachs shares in Q1 2026, an estimated $14.3K.
  • Goldman Sachs made up 0.03% of Southeast Asset Advisors's portfolio in Q1 2026, its #194 holding.
  • Southeast Asset Advisors first reported a position in Goldman Sachs in Q3 2025 and has held it in 3 quarters since.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.