Capital Advantage
GS icon

Capital Advantage’s Goldman Sachs GS Stock Holding History

Capital Advantage’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
Q3 		$285K Buy
317
+30
+10% +$30.7K 0.03% 134
2026
Q2 		$290K Sell
287
-2
-0.7% -$1.95K 0.04% 127
2026
Q1 		$245K Hold
289
– – 0.03% 135
2025
Q4 		$254K Buy
+289
New +$236K 0.03% 134

Other funds holding GS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Capital Advantage's GS Position: Q3 2026 in Review

Capital Advantage increased its Goldman Sachs (GS) stake by 10% in Q3 2026, buying an estimated $30.7K and bringing the position to 317 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #134.

Capital Advantage first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $290K in Q2 2026. 1,651 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Capital Advantage held 317 shares of Goldman Sachs worth $285K as of Q3 2026.
  • Capital Advantage bought 30 Goldman Sachs shares in Q3 2026, an estimated $30.7K.
  • Goldman Sachs made up 0.03% of Capital Advantage's portfolio in Q3 2026, its #134 holding.
  • Capital Advantage first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • Capital Advantage's Goldman Sachs position peaked at $290K in Q2 2026.
  • 1,651 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.