BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in GS — Goldman Sachs Group Inc

CIK 911274 CANTON, OH

Position in GS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$26,019,515

+$4,140,522 QoQ

Shares Held

25,727

-0.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#401

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,981,222 across 3 Capital Markets names. GS ranks #1 (93.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	25,727	$26,019,515
2	MS	Morgan Stanley	7,996	$1,671,483
3	EVR	Evercore Inc.	850	$290,224

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,019,515	25,727	-0.5%	Shares	Sole	2026-07-29
2026-03-31	$21,878,993	25,862	+1.5%	Shares	Sole	2026-04-16
2025-12-31	$22,406,589	25,491	+1.4%	Shares	Sole	2026-02-05
2025-09-30	$20,011,479	25,129	-1.5%	Shares	Sole	2025-11-13
2025-06-30	$18,062,487	25,521	+1.8%	Shares	Sole	2025-08-07
2025-03-31	$13,699,314	25,077	-0.1%	Shares	Sole	2025-04-08
2024-12-31	$14,373,334	25,101	-0.2%	Shares	Sole	2025-01-28
2024-09-30	$12,454,987	25,156	-0.6%	Shares	Sole	2024-10-22
2024-06-30	$11,445,052	25,303	-1.5%	Shares	Sole	2024-07-03
2024-03-31	$10,730,038	25,689	+0.8%	Shares	Sole	2024-04-08
2023-12-31	$9,828,648	25,478	-1.7%	Shares	Sole	2024-01-09
2023-09-30	$8,389,846	25,929	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$8,349,270	25,886	+0.0%	Shares	Sole	2023-07-11
2023-03-31	$8,463,971	25,875	+0.2%	Shares	Sole	2023-04-11
2022-12-31	$8,867,101	25,823	+3.4%	Shares	Sole	2023-01-17
2022-09-30	$7,320,682	24,981	+4.4%	Shares	Sole	2022-10-06
2022-06-30	$7,104,124	23,918	-0.4%	Shares	Sole	2022-07-11
2022-03-31	$7,930,322	24,024	+0.3%	Shares	Sole	2022-04-12
2021-12-31	$9,164,367	23,956	+0.5%	Shares	Sole	2022-01-10
2021-09-30	$9,012,991	23,842	-0.1%	Shares	Sole	2021-10-08
2021-06-30	$9,054,067	23,856	-0.7%	Shares	Sole	2021-07-08
2021-03-31	$7,855,521	24,023	+1.1%	Shares	Sole	2021-04-23
2020-12-31	$6,265,485	23,759	-0.3%	Shares	Sole	2021-01-20
2020-09-30	$4,788,512	23,827	+1.7%	Shares	Sole	2020-10-08
2020-06-30	$4,632,015	23,439	-2.5%	Shares	Sole	2020-07-17
2020-03-31	$3,715,106	24,032	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.