Benchmark Financial Wealth Advisors’s Goldman Sachs GS Stock Holding History

Benchmark Financial Wealth 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	$973K	Buy	962 +284	+42%	+$277K	0.24%	56
2026 Q1	$574K	Buy	678 +13	+2%	+$11.6K	0.16%	70
2025 Q4	$584K	Buy	665 +56	+9%	+$45.7K	0.17%	65
2025 Q3	$485K	Sell	609 -24	-4%	-$17.8K	0.15%	70
2025 Q2	$448K	Buy	+633	New	+$367K	0.15%	72

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Benchmark Financial Wealth Advisors's GS Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Goldman Sachs (GS) stake by 42% in Q2 2026, buying an estimated $277K and bringing the position to 962 shares worth $973K. The position accounts for 0.24% of the portfolio, ranked #56.

Benchmark Financial Wealth Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 1,066 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Benchmark Financial Wealth Advisors held 962 shares of Goldman Sachs worth $973K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 284 Goldman Sachs shares in Q2 2026, an estimated $277K.
Goldman Sachs made up 0.24% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Benchmark Financial Wealth Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
1,066 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.