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Caliber Wealth Management (Kansas)’s Goldman Sachs GS Stock Holding History

Caliber Wealth Management (Kansas)’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 		$414K Sell
409
-83
-17% -$80.9K 0.04% 203
2026
Q1 		$416K Buy
492
+111
+29% +$99K 0.05% 188
2025
Q4 		$335K Buy
381
+104
+38% +$84.9K 0.04% 208
2025
Q3 		$221K Buy
+277
New +$205K 0.02% 236

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Caliber Wealth Management (Kansas)'s GS Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Goldman Sachs (GS) stake by 17% in Q2 2026, selling an estimated $80.9K and leaving 409 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #203.

Caliber Wealth Management (Kansas) first reported a position in GS in Q3 2025 and has held it in 4 quarters since. The position peaked at $416K in Q1 2026. 1,311 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 409 shares of Goldman Sachs worth $414K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 83 Goldman Sachs shares in Q2 2026, an estimated $80.9K.
  • Goldman Sachs made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #203 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • Caliber Wealth Management (Kansas)'s Goldman Sachs position peaked at $416K in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.