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

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

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

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

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

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

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

Three Bridge Wealth Advisors's GS Position: Q1 2026 in Review

Three Bridge Wealth Advisors increased its Goldman Sachs (GS) stake by 1.6% in Q1 2026, buying an estimated $4.46K and bringing the position to 314 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #75.

Three Bridge Wealth Advisors first reported a position in GS in Q1 2023 and has held it in 13 quarters since. The position peaked at $369K in Q4 2024. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Three Bridge Wealth Advisors held 314 shares of Goldman Sachs worth $266K as of Q1 2026.
Three Bridge Wealth Advisors bought 5 Goldman Sachs shares in Q1 2026, an estimated $4.46K.
Goldman Sachs made up 0.07% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Three Bridge Wealth Advisors first reported a position in Goldman Sachs in Q1 2023 and has held it in 13 quarters since.
Three Bridge Wealth Advisors's Goldman Sachs position peaked at $369K in Q4 2024.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.