The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership980 shares
Latest Disclosed Value $ 843,006
Wbh Advisory Inc ownership in GS / The Goldman Sachs Group, Inc.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 980 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $843,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 980 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 980 0 0.00 843 -2.09 0.0631
2026-01-26 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 980 0 0.00 861 10.38 0.0638
2025-10-30 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 980 0 0.00 780 12.55 0.0596
2025-07-30 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 980 500 104.17 694 164.50 0.0591
2025-05-12 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 480 9 1.91 262 -2.60 0.0245
2025-01-31 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 471 0 0.00 270 15.45 0.0250
2024-10-15 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 471 1 0.21 233 9.91 0.0221
2024-07-11 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 470 470 213 0.0215
2024-04-16 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 0 -570 -100.00 0 -100.00
2024-01-09 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 570 -81 -12.44 220 4.29 0.0245
2023-10-10 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 651 18 2.84 211 2.94 0.0258
2023-07-12 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 633 633 204 0.0242
2020-01-27 2019-12-31 13F Goldman Sachs Grp COM 38141G104 0 -1,290 -100.00 0 -100.00
2019-10-25 2019-09-30 13F Goldman Sachs Grp COM 38141G104 1,290 -25 -1.90 264 -1.86 0.0593
2019-08-02 2019-06-30 13F Goldman Sachs Grp COM 38141G104 1,315 0 0.00 269 6.75 0.0624
2019-04-22 2019-03-31 13F Goldman Sachs Grp COM 38141G104 1,315 0 0.00 252 15.07 0.0599
2019-01-29 2018-12-31 13F Goldman Sachs Grp COM 38141G104 1,315 0 0.00 219 -25.51 0.0532
2018-10-29 2018-09-30 13F Goldman Sachs Grp COM 38141G104 1,315 0 0.00 294 1.38 0.0713
2018-07-31 2018-06-30 13F Goldman Sachs Grp COM 38141G104 1,315 25 1.94 290 -10.49 0.0752
2018-04-30 2018-03-31 13F Goldman Sachs Grp COM 38141G104 1,290 0 0.00 324 -1.22 0.0881
2018-01-31 2017-12-31 13F Goldman Sachs Grp COM 38141G104 1,290 0 0.00 328 7.54 0.0875
2017-11-29 2017-09-30 13F Goldman Sachs Grp COM 38141G104 1,290 0 0.00 305 6.64 0.0851
2017-07-21 2017-06-30 13F Goldman Sachs Grp COM 38141G104 1,290 0 0.00 286 -3.38 0.0802
2017-04-21 2017-03-31 13F Goldman Sachs Grp COM 38141G104 1,290 0 0.00 296 -3.90 0.0887
2017-01-20 2016-12-31 13F Goldman Sachs Grp COM 38141G104 1,290 -185 -12.54 308 29.96 0.1027
2016-10-24 2016-09-30 13F Goldman Sachs Grp COM 38141G104 1,475 1,475 0.00 237 0.0811
2016-04-15 2016-03-31 13F Goldman Sachs Group COM 38141G104 0 0 0 0.0000
2016-01-19 2015-12-31 13F Goldman Sachs Group COM 38141G104 0 0 0 0.0000
2015-10-15 2015-09-30 13F Goldman Sachs Group COM 38141G104 0 -1,075 -100.00 0 -100.00
2015-07-20 2015-06-30 13F Goldman Sachs Group COM 38141G104 1,075 -35 -3.15 224 7.69 0.0880
2015-04-22 2015-03-31 13F Goldman Sachs Group COM 38141G104 1,110 0 0.00 208 -3.26 0.0584
2015-01-23 2014-12-31 13F Goldman Sachs Group COM 38141G104 1,110 0 0.00 215 5.91 0.0811
2014-10-17 2014-09-30 13F Goldman Sachs Group COM 38141G104 1,110 -2,445 -68.78 203 -67.78 0.0713
2014-02-19 2013-12-31 13F/A-1 Goldman Sachs Group COM 38141G104 3,555 -75 -2.07 630 9.76 0.2538
2014-01-27 2013-12-31 13F Goldman Sachs Group COM 38141G104 3,555 630
2013-11-05 2013-09-30 13F Goldman Sachs Group COM 38141G104 3,630 0 0.00 574 4.55 0.2569
2013-07-19 2013-06-30 13F Goldman Sachs Group COM 38141G104 3,630 3,630 549 0.2539
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.