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 | Reduced | 3,792,204 | 89,268 | 3.15% | 3.16% | 1 | -283,626 | -6.96% | Q1 2026 | Apr 24, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 511,646 | 12,044 | 1.11% | 0.96% | 2 | +16,059 | 3.24% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | New | 45,247 | 1,065 | 0.08% | — | 3 | +45,247 | New | Q1 2026 | May 05, 2026 |
| L & S Advisors Inc | History | Reduced | 42,999 | 1,012 | 0.13% | 0.1% | 4 | -3,490 | -7.51% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Added to | 4,888 | 115 | 0.02% | 0.02% | 5 | +635 | 14.93% | Q1 2026 | May 04, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 428 | 10 | 0.0% | 0.01% | 6 | -2,687 | -86.26% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,771 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | May 11, 2026 |