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Capital Advisors Inc’s Goldman Sachs GS Stock Holding History

Capital Advisors Inc’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 		$796K Sell
787
-48
-6% -$46.8K 0.01% 183
2026
Q1 		$707K Sell
835
-5
-0.6% -$4.46K 0.01% 188
2025
Q4 		$738K Buy
840
+358
+74% +$292K 0.01% 177
2025
Q3 		$384K Buy
482
+30
+7% +$22.2K 0.01% 227
2025
Q2 		$320K Sell
452
-95
-17% -$55K 0.01% 250
2025
Q1 		$299K Buy
547
+35
+7% +$21.1K 0.01% 249
2024
Q4 		$293K Buy
512
+107
+26% +$59.7K 0.01% 252
2024
Q3 		$200K Sell
405
-773
-66% -$378K ﹤0.01% 287
2024
Q2 		$533K Buy
1,178
+671
+132% +$294K 0.01% 194
2024
Q1 		$212K Sell
507
-33,988
-99% -$13.2M ﹤0.01% 288
2023
Q4 		$13.3M Buy
+34,495
New +$11.5M 0.3% 86

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

Capital Advisors Inc's GS Position: Q2 2026 in Review

Capital Advisors Inc reduced its Goldman Sachs (GS) stake by 5.7% in Q2 2026, selling an estimated $46.8K and leaving 787 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #183.

Capital Advisors Inc first reported a position in GS in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3M in Q4 2023. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Capital Advisors Inc held 787 shares of Goldman Sachs worth $796K as of Q2 2026.
  • Capital Advisors Inc sold 48 Goldman Sachs shares in Q2 2026, an estimated $46.8K.
  • Goldman Sachs made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #183 holding.
  • Capital Advisors Inc first reported a position in Goldman Sachs in Q4 2023 and has held it in 11 quarters since.
  • Capital Advisors Inc's Goldman Sachs position peaked at $13.3M in Q4 2023.
  • 1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.