FIRST AMERICAN TRUST, FSB

Position in GS — Goldman Sachs Group Inc

CIK 36066 SANTA ANA, CA

Position in GS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,091,970

+$1,271,599 QoQ

Shares Held

8,001

-0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#742

of 3,125 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

FIRST AMERICAN TRUST, FSB holds $10,027,503 across 3 Capital Markets names. GS ranks #1 (80.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	8,001	$8,091,970
2	SCHW	Schwab Charles Corp	11,004	$1,015,339
3	MS	Morgan Stanley	4,402	$920,194

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,091,970	8,001	-0.8%	Shares	Sole	2026-08-10
2026-03-31	$6,820,371	8,062	-9.5%	Shares	Sole	2026-05-12
2025-12-31	$7,826,616	8,904	-22.2%	Shares	Sole	2026-02-11
2025-09-30	$9,113,429	11,444	-2.6%	Shares	Sole	2025-11-10
2025-06-30	$8,314,647	11,748	-43.3%	Shares	Sole	2025-08-11
2025-03-31	$11,319,127	20,720	+8.2%	Shares	Sole	2025-05-12
2024-12-31	$10,970,253	19,158	+52.5%	Shares	Sole	2025-02-11
2024-09-30	$6,219,076	12,561	+3.0%	Shares	Sole	2024-11-12
2024-06-30	$5,516,042	12,195	+380.5%	Shares	Sole	2024-08-12
2023-03-31	$830,204	2,538	-79.2%	Shares	Sole	2023-04-26
2022-12-31	$4,196,102	12,220	-21.1%	Shares	Sole	2023-01-25
2022-09-30	$4,539,344	15,490	+0.8%	Shares	Sole	2022-10-18
2022-06-30	$4,565,196	15,370	-27.1%	Shares	Sole	2022-07-19
2022-03-31	$6,955,206	21,070	+5.8%	Shares	Sole	2022-04-12
2021-12-31	$7,618,482	19,915	+2.7%	Shares	Sole	2022-01-11
2021-09-30	$7,327,733	19,384	+2.6%	Shares	Sole	2021-10-21
2021-06-30	$7,171,978	18,897	-33.4%	Shares	Sole	2021-07-29
2021-03-31	$9,275,355	28,365	-0.3%	Shares	Sole	2021-04-27
2020-12-31	$7,503,076	28,452	-6.7%	Shares	Sole	2021-01-28
2020-09-30	$6,130,790	30,506	+3.7%	Shares	Sole	2020-10-14
2020-06-30	$5,816,153	29,431	+3.1%	Shares	Sole	2020-07-08
2020-03-31	$4,412,616	28,544	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.