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Yoffe Investment Management’s Goldman Sachs GS Stock Holding History

Yoffe Investment Management’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 		$1.41M Hold
1,396
– – 1.62% 15
2026
Q1 		$1.18M Hold
1,396
– – 1.51% 16
2025
Q4 		$1.23M Hold
1,396
– – 1.57% 13
2025
Q3 		$1.11M Hold
1,396
– – 1.45% 16
2025
Q2 		$988K Buy
1,396
+1
+0.1% +$579 1.35% 16
2025
Q1 		$763K Sell
1,395
-1
-0.1% -$602 1.12% 24
2024
Q4 		$799K Buy
+1,396
New +$779K 1.19% 20

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Yoffe Investment Management's GS Position: Q2 2026 in Review

Yoffe Investment Management held its Goldman Sachs (GS) position steady in Q2 2026 at 1,396 shares worth $1.41M. The position accounts for 1.62% of the portfolio, ranked #15.

Yoffe Investment Management first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,162 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Yoffe Investment Management held 1,396 shares of Goldman Sachs worth $1.41M as of Q2 2026.
  • Yoffe Investment Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 1.62% of Yoffe Investment Management's portfolio in Q2 2026, its #15 holding.
  • Yoffe Investment Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,162 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.