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Broadway Wealth Solutions’s Goldman Sachs GS Stock Holding History

Broadway Wealth Solutions’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 		$608K Sell
602
-9
-1% -$8.78K 0.28% 29
2026
Q1 		$517K Buy
611
+161
+36% +$144K 0.27% 33
2025
Q4 		$396K Sell
450
-39
-8% -$31.8K 0.21% 41
2025
Q3 		$390K Sell
489
-6
-1% -$4.45K 0.22% 40
2025
Q2 		$350K Buy
495
+2
+0.4% +$1.16K 0.22% 41
2025
Q1 		$269K Sell
493
-46
-9% -$27.7K 0.2% 66
2024
Q4 		$309K Buy
+539
New +$301K 0.23% 55

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

Broadway Wealth Solutions's GS Position: Q2 2026 in Review

Broadway Wealth Solutions reduced its Goldman Sachs (GS) stake by 1.5% in Q2 2026, selling an estimated $8.78K and leaving 602 shares worth $608K. The position accounts for 0.28% of the portfolio, ranked #29.

Broadway Wealth Solutions first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Broadway Wealth Solutions held 602 shares of Goldman Sachs worth $608K as of Q2 2026.
  • Broadway Wealth Solutions sold 9 Goldman Sachs shares in Q2 2026, an estimated $8.78K.
  • Goldman Sachs made up 0.28% of Broadway Wealth Solutions's portfolio in Q2 2026, its #29 holding.
  • Broadway Wealth Solutions first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.