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Delta Financial Advisors’s Goldman Sachs GS Stock Holding History

Delta Financial Advisors’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 		$9.11M Sell
9,003
-79
-0.9% -$77K 2.16% 7
2026
Q1 		$7.68M Buy
9,082
+9
+0.1% +$8.03K 2% 9
2025
Q4 		$7.98M Buy
9,073
+991
+12% +$809K 2.07% 9
2025
Q3 		$6.44M Buy
8,082
+1,335
+20% +$989K 1.82% 12
2025
Q2 		$4.78M Sell
6,747
-163
-2% -$94.5K 1.68% 16
2025
Q1 		$3.77M Buy
6,910
+49
+0.7% +$29.5K 1.42% 22
2024
Q4 		$3.93M Buy
6,861
+18
+0.3% +$10K 1.46% 20
2024
Q3 		$3.39M Sell
6,843
-96
-1% -$47K 1.23% 25
2024
Q2 		$3.14M Buy
6,939
+4
+0.1% +$1.75K 1.22% 22
2024
Q1 		$2.9M Sell
6,935
-7
-0.1% -$2.72K 1.15% 27
2023
Q4 		$2.68M Buy
6,942
+4
+0.1% +$1.33K 1.16% 28
2023
Q3 		$2.24M Sell
6,938
-95
-1% -$31.7K 1.01% 30
2023
Q2 		$2.27M Sell
7,033
-66
-0.9% -$21.7K 1% 29
2023
Q1 		$2.32M Sell
7,099
-156
-2% -$54.3K 1.12% 29
2022
Q4 		$2.49M Buy
7,255
+10
+0.1% +$3.48K 1.21% 29
2022
Q3 		$2.12M Buy
7,245
+5
+0.1% +$1.62K 1.13% 28
2022
Q2 		$2.15M Buy
7,240
+14
+0.2% +$4.36K 1.07% 31
2022
Q1 		$2.38M Buy
7,226
+33
+0.5% +$11.7K 1.02% 32
2021
Q4 		$2.75M Buy
7,193
+25
+0.3% +$9.9K 1.12% 27
2021
Q3 		$2.71M Buy
7,168
+4
+0.1% +$1.56K 1.21% 25
2021
Q2 		$2.72M Buy
7,164
+26
+0.4% +$9.3K 1.2% 22
2021
Q1 		$2.33M Buy
7,138
+13
+0.2% +$4.05K 1.09% 29
2020
Q4 		$1.88M Sell
7,125
-70
-1% -$15.6K 0.94% 37
2020
Q3 		$1.45M Buy
7,195
+4,274
+146% +$870K 0.8% 52
2020
Q2 		$577K Buy
2,921
+624
+27% +$117K 0.34% 82
2020
Q1 		$355K Buy
2,297
+553
+32% +$117K 0.24% 85
2019
Q4 		$401K Buy
1,744
+91
+6% +$19.7K 0.16% 97
2019
Q3 		$342K Buy
1,653
+61
+4% +$12.8K 0.14% 108
2019
Q2 		$326K Buy
+1,592
New +$315K 0.13% 107

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Delta Financial Advisors's GS Position: Q2 2026 in Review

Delta Financial Advisors reduced its Goldman Sachs (GS) stake by 0.87% in Q2 2026, selling an estimated $77K and leaving 9,003 shares worth $9.11M. The position accounts for 2.16% of the portfolio, ranked #7.

Delta Financial Advisors first reported a position in GS in Q2 2019 and has held it in 29 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Delta Financial Advisors held 9,003 shares of Goldman Sachs worth $9.11M as of Q2 2026.
  • Delta Financial Advisors sold 79 Goldman Sachs shares in Q2 2026, an estimated $77K.
  • Goldman Sachs made up 2.16% of Delta Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Delta Financial Advisors first reported a position in Goldman Sachs in Q2 2019 and has held it in 29 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.