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WBI Investments’s Goldman Sachs GS Stock Holding History

WBI Investments’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 		– Sell
-699
Closed -$614K – 337
2025
Q4 		$614K Buy
+699
New +$570K 0.16% 178
2024
Q1 		– Sell
-2,718
Closed -$1.05M – 212
2023
Q4 		$1.05M Buy
+2,718
New +$907K 0.21% 109
2021
Q2 		– Sell
-10,965
Closed -$3.59M – 206
2021
Q1 		$3.59M Buy
10,965
+6,530
+147% +$2.03M 0.56% 39
2020
Q4 		$1.17M Buy
+4,435
New +$987K 0.18% 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

WBI Investments's GS Position: Q1 2026 in Review

WBI Investments sold out of Goldman Sachs (GS) in Q1 2026, closing a stake of 699 shares — an estimated $614K sold.

WBI Investments first reported a position in GS in Q4 2020 and held it in 4 quarters. The position peaked at $3.59M in Q1 2021. 2,983 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • WBI Investments reported no remaining Goldman Sachs position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 699 Goldman Sachs shares in Q1 2026, an estimated $614K.
  • WBI Investments first reported a position in Goldman Sachs in Q4 2020 and held it in 4 quarters.
  • WBI Investments's Goldman Sachs position peaked at $3.59M in Q1 2021.
  • 2,983 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.