BRADLEY FOSTER & SARGENT INC/CT

Position in GS — Goldman Sachs Group Inc

CIK 1015086 HARTFORD, CT

Position in GS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,178,182

+$785,490 QoQ

Shares Held

9,075

-5.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#690

of 3,125 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $13,262,379 across 3 Capital Markets names. GS ranks #1 (69.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	9,075	$9,178,182
2	MS	Morgan Stanley	17,684	$3,696,663
3	SCHW	Schwab Charles Corp	4,200	$387,534

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,178,182	9,075	-5.0%	Shares	Sole	2026-08-14
2025-12-31	$8,392,692	9,548	-1.4%	Shares	Sole	2026-02-12
2025-09-30	$7,711,057	9,683	+4.9%	Shares	Sole	2025-11-10
2025-06-30	$6,534,655	9,233	+17.6%	Shares	Sole	2025-08-11
2025-03-31	$4,289,469	7,852	+4.9%	Shares	Sole	2025-05-13
2024-12-31	$4,286,060	7,485	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$3,703,917	7,481	+0.1%	Shares	Sole	2024-11-04
2024-06-30	$3,381,544	7,476	+0.5%	Shares	Sole	2024-08-09
2024-03-31	$3,107,613	7,440	-12.4%	Shares	Sole	2024-05-15
2023-12-31	$3,277,501	8,496	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$2,708,928	8,372	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,700,304	8,372	-1.3%	Shares	Sole	2023-08-08
2023-03-31	$2,773,565	8,479	+0.4%	Shares	Sole	2023-05-08
2022-12-31	$2,901,217	8,449	+4.6%	Shares	Sole	2023-02-14
2022-09-30	$2,366,671	8,076	-3.4%	Shares	Sole	2022-11-14
2022-06-30	$2,483,087	8,360	-7.8%	Shares	Sole	2022-08-11
2022-03-31	$2,993,676	9,069	+29.4%	Shares	Sole	2022-05-16
2021-12-31	$2,681,675	7,010	+281.0%	Shares	Sole	2022-03-11
2021-09-30	$695,575	1,840	+43.5%	Shares	Sole	2021-11-10
2021-06-30	$486,557	1,282	+6.6%	Shares	Sole	2021-08-19
2021-03-31	$393,381	1,203	+14.2%	Shares	Sole	2021-04-26
2020-12-31	$277,686	1,053	0.0%	Shares	Sole	2021-02-11
2020-09-30	$211,621	1,053	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.