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Sunbelt Securities’s Goldman Sachs GS Stock Holding History

Sunbelt Securities’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 		$3.17M Buy
3,746
+50
+1% +$44.6K 0.2% 90
2025
Q4 		$3.25M Sell
3,696
-200
-5% -$163K 0.22% 90
2025
Q3 		$3.1M Buy
3,896
+2,997
+333% +$2.22M 0.21% 90
2025
Q2 		$515K Sell
899
-2
-0.2% -$1.16K 0.05% 344
2025
Q1 		$492K Buy
901
+2
+0.2% +$1.2K 0.04% 332
2024
Q4 		$516K Sell
899
-6
-0.7% -$3.35K 0.05% 344
2024
Q3 		$448K Buy
905
+47
+5% +$23K 0.04% 382
2024
Q2 		$388K Sell
858
-551
-39% -$242K 0.04% 395
2024
Q1 		$588K Sell
1,409
-79
-5% -$30.7K 0.07% 290
2023
Q4 		$574K Sell
1,488
-80
-5% -$26.7K 0.07% 274
2023
Q3 		$507K Buy
1,568
+353
+29% +$118K 0.07% 285
2023
Q2 		$392K Buy
1,215
+625
+106% +$205K 0.06% 332
2023
Q1 		$189K Buy
590
+3
+0.5% +$1.04K 0.03% 450
2022
Q4 		$202K Buy
+587
New +$204K 0.04% 435
2020
Q1 		– Sell
-11,027
Closed -$2.54M – 489
2019
Q4 		$2.54M Buy
11,027
+178
+2% +$38.6K 0.27% 87
2019
Q3 		$2.25M Buy
+10,849
New +$2.27M 0.25% 91

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

Sunbelt Securities's GS Position: Q1 2026 in Review

Sunbelt Securities increased its Goldman Sachs (GS) stake by 1.4% in Q1 2026, buying an estimated $44.6K and bringing the position to 3,746 shares worth $3.17M. The position accounts for 0.2% of the portfolio, ranked #90.

Sunbelt Securities first reported a position in GS in Q3 2019 and has held it in 16 quarters since. The position peaked at $3.25M in Q4 2025. 2,984 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Sunbelt Securities held 3,746 shares of Goldman Sachs worth $3.17M as of Q1 2026.
  • Sunbelt Securities bought 50 Goldman Sachs shares in Q1 2026, an estimated $44.6K.
  • Goldman Sachs made up 0.2% of Sunbelt Securities's portfolio in Q1 2026, its #90 holding.
  • Sunbelt Securities first reported a position in Goldman Sachs in Q3 2019 and has held it in 16 quarters since.
  • Sunbelt Securities's Goldman Sachs position peaked at $3.25M in Q4 2025.
  • 2,984 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.