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WESPAC Advisors SoCal’s Goldman Sachs GS Stock Holding History

WESPAC Advisors SoCal’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 		$7.87M Buy
7,777
+400
+5% +$390K 1.4% 26
2026
Q1 		$6.24M Buy
7,377
+790
+12% +$705K 1.33% 28
2025
Q4 		$5.79M Buy
6,587
+164
+3% +$134K 1.17% 35
2025
Q3 		$5.12M Buy
6,423
+232
+4% +$172K 1.04% 36
2025
Q2 		$4.38M Buy
6,191
+299
+5% +$173K 0.98% 35
2025
Q1 		$3.22M Buy
+5,892
New +$3.55M 0.84% 36
2022
Q3 		– Sell
-25,024
Closed -$7.43M – 73
2022
Q2 		$7.43M Sell
25,024
-331
-1% -$103K 2.84% 13
2022
Q1 		$8.37M Buy
25,355
+28
+0.1% +$9.89K 2.58% 14
2021
Q4 		$9.22M Buy
25,327
+12
+0% +$4.75K 2.82% 12
2021
Q3 		$9.77M Buy
25,315
+55
+0.2% +$21.5K 3.19% 9
2021
Q2 		$9.59M Buy
25,260
+22,414
+788% +$8.02M 3.18% 8
2021
Q1 		$931K Hold
2,846
– – 0.37% 44
2020
Q4 		$751K Hold
2,846
– – 0.3% 48
2020
Q3 		$591K Hold
2,846
– – 0.28% 46
2020
Q2 		$585K Hold
2,846
– – 0.27% 51
2020
Q1 		$522K Sell
2,846
-67
-2% -$14.2K 0.29% 46
2019
Q4 		$670K Buy
2,913
+67
+2% +$14.5K 0.32% 50
2019
Q3 		$590K Buy
+2,846
New +$595K 0.29% 50
2018
Q4 		– Sell
-100
Closed -$22K – 349
2018
Q3 		$22K Buy
+100
New +$23.3K 0.01% 179
2018
Q2 		– Sell
-100
Closed -$25K – 152
2018
Q1 		$25K Hold
100
– – 0.01% 146
2017
Q4 		$25K Hold
100
– – 0.01% 147
2017
Q3 		$23K Hold
100
– – 0.01% 156
2017
Q2 		$22K Hold
100
– – 0.01% 147
2017
Q1 		$23K Hold
100
– – 0.01% 143
2016
Q4 		$23.9K Hold
100
– – 0.02% 141
2016
Q3 		$16.1K Hold
100
– – 0.01% 162
2016
Q2 		$14.9K Hold
100
– – 0.01% 176
2016
Q1 		$15.7K Hold
100
– – 0.01% 169
2015
Q4 		$18K Buy
+100
New +$18.6K 0.01% 164

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WESPAC Advisors SoCal's GS Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Goldman Sachs (GS) stake by 5.4% in Q2 2026, buying an estimated $390K and bringing the position to 7,777 shares worth $7.87M. The position accounts for 1.4% of the portfolio, ranked #26.

WESPAC Advisors SoCal first reported a position in GS in Q4 2015 and has held it in 29 quarters since. The position peaked at $9.77M in Q3 2021. 637 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • WESPAC Advisors SoCal held 7,777 shares of Goldman Sachs worth $7.87M as of Q2 2026.
  • WESPAC Advisors SoCal bought 400 Goldman Sachs shares in Q2 2026, an estimated $390K.
  • Goldman Sachs made up 1.4% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #26 holding.
  • WESPAC Advisors SoCal first reported a position in Goldman Sachs in Q4 2015 and has held it in 29 quarters since.
  • WESPAC Advisors SoCal's Goldman Sachs position peaked at $9.77M in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.