Three Bridge Wealth Advisors’s Goldman Sachs GS Stock Holding History

Three Bridge Wealth 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 Q2	$318K	Hold	314	–	–	0.08%	72
2026 Q1	$266K	Buy	314 +5	+2%	+$4.46K	0.07%	75
2025 Q4	$272K	Hold	309	–	–	0.07%	76
2025 Q3	$246K	Sell	309 -83	-21%	-$61.5K	0.06%	78
2025 Q2	$277K	Sell	392 -252	-39%	-$146K	0.07%	95
2025 Q1	$352K	Hold	644	–	–	0.12%	66
2024 Q4	$369K	Hold	644	–	–	0.13%	69
2024 Q3	$319K	Hold	644	–	–	0.12%	69
2024 Q2	$291K	Hold	644	–	–	0.12%	68
2024 Q1	$269K	Hold	644	–	–	0.11%	79
2023 Q4	$248K	Hold	644	–	–	0.09%	81
2023 Q3	$208K	Hold	644	–	–	0.09%	91
2023 Q2	$208K	Hold	644	–	–	0.09%	89
2023 Q1	$211K	Buy	+644	New	+$224K	0.1%	86

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

Three Bridge Wealth Advisors's GS Position: Q2 2026 in Review

Three Bridge Wealth Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 314 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #72.

Three Bridge Wealth Advisors first reported a position in GS in Q1 2023 and has held it in 14 quarters since. The position peaked at $369K in Q4 2024. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Three Bridge Wealth Advisors held 314 shares of Goldman Sachs worth $318K as of Q2 2026.
Three Bridge Wealth Advisors left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.08% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Three Bridge Wealth Advisors first reported a position in Goldman Sachs in Q1 2023 and has held it in 14 quarters since.
Three Bridge Wealth Advisors's Goldman Sachs position peaked at $369K in Q4 2024.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.