Balboa Wealth Partners
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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
Q3 		$2.35M Sell
2,609
-362
-12% -$370K 0.31% 53
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Balboa Wealth Partners's GS Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Goldman Sachs (GS) stake by 12% in Q3 2026, selling an estimated $370K and leaving 2,609 shares worth $2.35M. The position accounts for 0.31% of the portfolio, ranked #53.

Balboa Wealth Partners first reported a position in GS in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.01M in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Balboa Wealth Partners held 2,609 shares of Goldman Sachs worth $2.35M as of Q3 2026.
  • Balboa Wealth Partners sold 362 Goldman Sachs shares in Q3 2026, an estimated $370K.
  • Goldman Sachs made up 0.31% of Balboa Wealth Partners's portfolio in Q3 2026, its #53 holding.
  • Balboa Wealth Partners first reported a position in Goldman Sachs in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's Goldman Sachs position peaked at $3.01M in Q2 2026.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.