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Beacon Financial Advisory’s Goldman Sachs GS Stock Holding History

Beacon Financial Advisory’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 		$2.14M Buy
2,111
+1
+0% +$975 0.42% 52
2026
Q1 		$1.79M Hold
2,110
– – 0.4% 54
2025
Q4 		$1.85M Sell
2,110
-48
-2% -$39.2K 0.43% 50
2025
Q3 		$1.72M Buy
2,158
+4
+0.2% +$2.96K 0.4% 53
2025
Q2 		$1.52M Sell
2,154
-39
-2% -$22.6K 0.39% 57
2025
Q1 		$1.2M Sell
2,193
-65
-3% -$39.1K 0.36% 70
2024
Q4 		$1.29M Hold
2,258
– – 0.42% 56
2024
Q3 		$1.12M Sell
2,258
-653
-22% -$319K 0.38% 66
2024
Q2 		$1.32M Buy
2,911
+1,193
+69% +$523K 0.49% 47
2024
Q1 		$718K Buy
1,718
+9
+0.5% +$3.49K 0.35% 92
2023
Q4 		$659K Sell
1,709
-20
-1% -$6.67K 0.32% 94
2023
Q3 		$559K Buy
1,729
+670
+63% +$224K 0.31% 103
2023
Q2 		$342K Buy
1,059
+273
+35% +$89.8K 0.2% 152
2023
Q1 		$257K Buy
786
+15
+2% +$5.22K 0.16% 166
2022
Q4 		$265K Sell
771
-315
-29% -$110K 0.19% 150
2022
Q3 		$318K Sell
1,086
-39
-3% -$12.6K 0.23% 138
2022
Q2 		$334K Buy
1,125
+18
+2% +$5.6K 0.19% 153
2022
Q1 		$365K Sell
1,107
-25
-2% -$8.83K 0.17% 152
2021
Q4 		$433K Buy
1,132
+80
+8% +$31.7K 0.2% 144
2021
Q3 		$398K Hold
1,052
– – 0.21% 143
2021
Q2 		$399K Buy
1,052
+270
+35% +$96.6K 0.21% 144
2021
Q1 		$256K Buy
+782
New +$243K 0.15% 176

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

Beacon Financial Advisory's GS Position: Q2 2026 in Review

Beacon Financial Advisory increased its Goldman Sachs (GS) stake by 0.05% in Q2 2026, buying an estimated $975 and bringing the position to 2,111 shares worth $2.14M. The position accounts for 0.42% of the portfolio, ranked #52.

Beacon Financial Advisory first reported a position in GS in Q1 2021 and has held it in 22 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Beacon Financial Advisory held 2,111 shares of Goldman Sachs worth $2.14M as of Q2 2026.
  • Beacon Financial Advisory bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
  • Goldman Sachs made up 0.42% of Beacon Financial Advisory's portfolio in Q2 2026, its #52 holding.
  • Beacon Financial Advisory first reported a position in Goldman Sachs in Q1 2021 and has held it in 22 quarters since.
  • 3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.