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Goldman Sachs shares owned by BankPlus Wealth Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by BankPlus Wealth Management from 13F filings

Historical chart of BankPlus Wealth Management investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by BankPlus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $406k 509 797.72
2025-06-30 $323k 457 707.33
2025-03-31 $247k 452 546.29

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Grwth Etf (EFG)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for BankPlus Wealth Management

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
Susquehanna International
Citadel Advisors
Capital World Investors
FMR
Northern Trust
Bank of New York Mellon
Invesco
UBS Group

View all funds holding Goldman Sachs