Goldman Sachs Trust II - GSIMX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Added to | 4,075,830 | 91,583 | 3.16% | 3.15% | 1 | +114,274 | 2.88% | Q4 2025 | Jan 08, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 495,587 | 11,127 | 0.96% | 0.91% | 2 | +28,116 | 6.01% | Q4 2025 | Feb 09, 2026 |
| L & S Advisors Inc | History | Reduced | 46,489 | 1,044 | 0.1% | 0.1% | 3 | -1,099 | -2.31% | Q4 2025 | Feb 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 9,771 | 219 | 0.02% | — | 4 | +9,771 | New | Q4 2025 | Jan 30, 2026 |
| Westside Investment Management, Inc. | History | Added to | 4,253 | 95 | 0.02% | 0.02% | 5 | +46 | 1.09% | Q4 2025 | Jan 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3,115 | 69 | 0.01% | 0.07% | 6 | -12,727 | -80.34% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 375 | 8 | 0.0% | — | 7 | +375 | New | Q4 2025 | Feb 18, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -38,350 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Meadowbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -21,706 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -623 | -100.0% | Q3 2025 | Nov 12, 2025 |