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Capital Advisors Ltd’s Goldman Sachs GS Stock Holding History

Capital Advisors Ltd’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 		$432K Buy
427
+79
+23% +$77K 0.04% 204
2026
Q1 		$294K Buy
348
+1
+0.3% +$892 0.03% 251
2025
Q4 		$305K Hold
347
– – 0.03% 236
2025
Q3 		$276K Hold
347
– – 0.03% 247
2025
Q2 		$246K Sell
347
-12
-3% -$6.95K 0.03% 249
2025
Q1 		$196K Buy
359
+6
+2% +$3.61K 0.03% 273
2024
Q4 		$202K Buy
353
+2
+0.6% +$1.12K 0.03% 264
2024
Q3 		$174K Buy
351
+10
+3% +$4.89K 0.02% 286
2024
Q2 		$154K Buy
341
+32
+10% +$14K 0.02% 295
2024
Q1 		$129K Buy
309
+15
+5% +$5.82K 0.02% 321
2023
Q4 		$113K Buy
294
+20
+7% +$6.67K 0.02% 321
2023
Q3 		$89K Hold
274
– – 0.01% 340
2023
Q2 		$88K Buy
274
+149
+119% +$49K 0.01% 352
2023
Q1 		$41K Sell
125
-180
-59% -$62.7K 0.01% 392
2022
Q4 		$48K Buy
305
+194
+175% +$67.5K 0.01% 376
2022
Q3 		$33K Buy
111
+37
+50% +$12K 0.01% 404
2022
Q2 		$22K Buy
74
+21
+40% +$6.54K ﹤0.01% 425
2022
Q1 		$17K Sell
53
-4
-7% -$1.41K ﹤0.01% 461
2021
Q4 		$22K Buy
+57
New +$22.6K ﹤0.01% 427

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 Ltd's GS Position: Q2 2026 in Review

Capital Advisors Ltd increased its Goldman Sachs (GS) stake by 23% in Q2 2026, buying an estimated $77K and bringing the position to 427 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #204.

Capital Advisors Ltd first reported a position in GS in Q4 2021 and has held it in 19 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Capital Advisors Ltd held 427 shares of Goldman Sachs worth $432K as of Q2 2026.
  • Capital Advisors Ltd bought 79 Goldman Sachs shares in Q2 2026, an estimated $77K.
  • Goldman Sachs made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #204 holding.
  • Capital Advisors Ltd first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.