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Balboa Wealth Partners’s Goldman Sachs GS Stock Holding History

Balboa Wealth Partners’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.01M Buy
2,971
+223
+8% +$217K 0.41% 39
2026
Q1 		$2.32M Sell
2,748
-317
-10% -$283K 0.39% 46
2025
Q4 		$2.69M Sell
3,065
-21
-0.7% -$17.1K 0.45% 41
2025
Q3 		$2.46M Sell
3,086
-26
-0.8% -$19.3K 0.42% 42
2025
Q2 		$2.2M Sell
3,112
-116
-4% -$67.2K 0.44% 46
2025
Q1 		$1.76M Buy
3,228
+152
+5% +$91.5K 0.43% 44
2024
Q4 		$1.76M Buy
3,076
+1,452
+89% +$810K 0.4% 47
2024
Q3 		$804K Buy
1,624
+293
+22% +$143K 0.2% 95
2024
Q2 		$602K Sell
1,331
-127
-9% -$55.7K 0.16% 114
2024
Q1 		$609K Buy
1,458
+121
+9% +$47K 0.18% 106
2023
Q4 		$516K Buy
1,337
+229
+21% +$76.4K 0.17% 110
2023
Q3 		$358K Sell
1,108
-12
-1% -$4.01K 0.13% 129
2023
Q2 		$361K Sell
1,120
-517
-32% -$170K 0.13% 143
2023
Q1 		$535K Buy
1,637
+368
+29% +$128K 0.2% 103
2022
Q4 		$436K Buy
1,269
+1
+0.1% +$348 0.2% 114
2022
Q3 		$372K Buy
+1,268
New +$411K 0.16% 115

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Balboa Wealth Partners's GS Position: Q2 2026 in Review

Balboa Wealth Partners increased its Goldman Sachs (GS) stake by 8.1% in Q2 2026, buying an estimated $217K and bringing the position to 2,971 shares worth $3.01M. The position accounts for 0.41% of the portfolio, ranked #39.

Balboa Wealth Partners first reported a position in GS in Q3 2022 and has held it in 16 quarters since. 3,180 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Balboa Wealth Partners held 2,971 shares of Goldman Sachs worth $3.01M as of Q2 2026.
  • Balboa Wealth Partners bought 223 Goldman Sachs shares in Q2 2026, an estimated $217K.
  • Goldman Sachs made up 0.41% of Balboa Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Balboa Wealth Partners first reported a position in Goldman Sachs in Q3 2022 and has held it in 16 quarters since.
  • 3,180 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.