BPA
GS icon

Beacon Pointe Advisors’s Goldman Sachs GS Stock Holding History

Beacon Pointe Advisors’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 		$18.5M Sell
18,297
-471
-3% -$459K 0.09% 220
2026
Q1 		$15.9M Buy
18,768
+4,890
+35% +$4.36M 0.08% 217
2025
Q4 		$12.2M Buy
13,878
+1,430
+11% +$1.17M 0.09% 216
2025
Q3 		$9.91M Sell
12,448
-1,033
-8% -$765K 0.08% 223
2025
Q2 		$9.54M Buy
13,481
+116
+0.9% +$67.2K 0.1% 188
2025
Q1 		$7.3M Buy
13,365
+508
+4% +$306K 0.08% 218
2024
Q4 		$7.36M Sell
12,857
-1,563
-11% -$872K 0.08% 208
2024
Q3 		$7.14M Sell
14,420
-278
-2% -$136K 0.08% 216
2024
Q2 		$6.65M Buy
14,698
+243
+2% +$107K 0.08% 223
2024
Q1 		$6.04M Sell
14,455
-3,149
-18% -$1.22M 0.07% 249
2023
Q4 		$6.79M Sell
17,604
-1,008
-5% -$336K 0.08% 221
2023
Q3 		$6.02M Buy
18,612
+619
+3% +$207K 0.08% 231
2023
Q2 		$5.8M Sell
17,993
-2,332
-11% -$767K 0.09% 191
2023
Q1 		$6.65M Sell
20,325
-1,006
-5% -$350K 0.11% 177
2022
Q4 		$7.32M Buy
21,331
+855
+4% +$298K 0.14% 148
2022
Q3 		$6.01M Buy
20,476
+95
+0.5% +$30.8K 0.13% 153
2022
Q2 		$6.06M Sell
20,381
-1,115
-5% -$347K 0.13% 157
2022
Q1 		$7.1M Buy
21,496
+8,765
+69% +$3.1M 0.1% 199
2021
Q4 		$4.87M Buy
12,731
+5,008
+65% +$1.98M 0.13% 146
2021
Q3 		$2.92M Buy
7,723
+4,655
+152% +$1.82M 0.07% 228
2021
Q2 		$1.16M Buy
+3,068
New +$1.1M 0.04% 311

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 Pointe Advisors's GS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Goldman Sachs (GS) stake by 2.5% in Q2 2026, selling an estimated $459K and leaving 18,297 shares worth $18.5M. The position accounts for 0.09% of the portfolio, ranked #220.

Beacon Pointe Advisors first reported a position in GS in Q2 2021 and has held it in 21 quarters since. 3,149 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Beacon Pointe Advisors held 18,297 shares of Goldman Sachs worth $18.5M as of Q2 2026.
  • Beacon Pointe Advisors sold 471 Goldman Sachs shares in Q2 2026, an estimated $459K.
  • Goldman Sachs made up 0.09% of Beacon Pointe Advisors's portfolio in Q2 2026, its #220 holding.
  • Beacon Pointe Advisors first reported a position in Goldman Sachs in Q2 2021 and has held it in 21 quarters since.
  • 3,149 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.