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Brendel Financial Advisors’s Goldman Sachs GS Stock Holding History

Brendel Financial 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 		$359K Sell
355
-2
-0.6% -$1.95K 0.17% 74
2026
Q1 		$302K Sell
357
-88
-20% -$78.5K 0.15% 75
2025
Q4 		$391K Sell
445
-29
-6% -$23.7K 0.19% 70
2025
Q3 		$377K Buy
474
+33
+7% +$24.5K 0.19% 72
2025
Q2 		$312K Buy
+441
New +$256K 0.17% 77

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Brendel Financial Advisors's GS Position: Q2 2026 in Review

Brendel Financial Advisors reduced its Goldman Sachs (GS) stake by 0.56% in Q2 2026, selling an estimated $1.95K and leaving 355 shares worth $359K. The position accounts for 0.17% of the portfolio, ranked #74.

Brendel Financial Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. The position peaked at $391K in Q4 2025. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Brendel Financial Advisors held 355 shares of Goldman Sachs worth $359K as of Q2 2026.
  • Brendel Financial Advisors sold 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
  • Goldman Sachs made up 0.17% of Brendel Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Brendel Financial Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • Brendel Financial Advisors's Goldman Sachs position peaked at $391K in Q4 2025.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.