GS — GOLDMAN SACHS GROUP INC COM

Ownership history in Bard Financial Services, Inc.  ·  20 quarters on record

AI Ownership Summary

Bard Financial Services, Inc. reported GOLDMAN SACHS GROUP INC COM (GS) in 20 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 1.2% in 2025 Q3. The latest visible filing shows GS at 1.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bard Financial Services, Inc.'s position in GOLDMAN SACHS GROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GS was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GS stock page Bard Financial Services, Inc. fund profile Bard Financial Services, Inc. full holdings
How Bard Financial Services, Inc. held GS — position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 13,740 -250 -1.8% 1.20% $10.9M 2025-11-14 (Est.) $782.89
2025 Q2 REDUCED 13,990 -115 -0.8% 1.18% $9.9M 2025-07-08 $686.53
2025 Q1 REDUCED 14,105 -10 -0.1% 0.94% $7.7M 2025-04-15 $497.58
2024 Q4 ADDED 14,115 +4,700 +49.9% 0.97% $8.1M 2025-01-06 $568.73
2024 Q3 REDUCED 9,415 -5,280 -35.9% 0.97% $4.7M 2024-10-04 $480.34
2024 Q2 REDUCED 14,695 -125 -0.8% 0.69% $6.6M 2024-07-09 $455.98
2024 Q1 ADDED 14,820 +5 +0.0% 0.66% $6.2M 2024-05-06 $425.28
2023 Q4 ADDED 14,815 +145 +1.0% 0.64% $5.7M 2024-02-09 $365.74
2023 Q3 ADDED 14,670 +590 +4.2% 0.59% $4.7M 2023-10-16 $296.80
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GS

As of 2025 Q4 — sorted by position size

SHERMAN PORFOLIOS, LLC 10.46% CACTI ASSET MANAGEMENT LLC 3Y 7Y 10.11% PARK CIRCLE Co 3Y 7Y 8.55% Focused Investors LLC 3Y 7Y 7.79% BANTAMAC CAPITAL, LLC 3Y 7.16% BANTAMAC CAPITAL, LLC 3Y 7.16% Tenere Capital LLC 3Y 6.76% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.75% BARR E S & CO 3Y 7Y 6.7% CALIFORNIA FIRST LEASING CORP 3Y 6.62%

FAQ About Bard Financial Services, Inc. and GS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bard Financial Services, Inc. reported owning GS?

Bard Financial Services, Inc. reported GS across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported GS position in Bard Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for GS was 1.20% in 2025 Q3.

What is the latest reported GS position on this page?

The most recent filing on this page is 2025 Q3, when Bard Financial Services, Inc. reported 13,740 shares, equal to 1.20% of portfolio, with an estimated market value of $10.9M.

What does the chart on this GS ownership page compare?

The chart compares Bard Financial Services, Inc.'s quarterly GS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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