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J.W. Cole Advisors’s Goldman Sachs GS Stock Holding History

J.W. Cole 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 		$12.9M Buy
12,711
+195
+2% +$190K 0.22% 98
2026
Q1 		$10.6M Buy
12,516
+478
+4% +$426K 0.36% 57
2025
Q4 		$8.29M Sell
12,038
-36
-0.3% -$29.4K 0.2% 100
2025
Q3 		$9.62M Sell
12,074
-455
-4% -$337K 0.18% 111
2025
Q2 		$8.87M Buy
12,529
+2,668
+27% +$1.55M 0.19% 110
2025
Q1 		$5.39M Buy
9,861
+1,980
+25% +$1.19M 0.17% 131
2024
Q4 		$4.51M Buy
7,881
+715
+10% +$399K 0.18% 115
2024
Q3 		$3.55M Buy
7,166
+540
+8% +$264K 0.15% 139
2024
Q2 		$3M Buy
6,626
+15
+0.2% +$6.58K 0.14% 146
2024
Q1 		$2.76M Sell
6,611
-9
-0.1% -$3.49K 0.14% 158
2023
Q4 		$2.55M Sell
6,620
-314
-5% -$105K 0.15% 162
2023
Q3 		$2.24M Sell
6,934
-46
-0.7% -$15.4K 0.17% 148
2023
Q2 		$2.25M Sell
6,980
-1,691
-20% -$556K 0.16% 151
2023
Q1 		$2.84M Buy
8,671
+1,148
+15% +$400K 0.2% 127
2022
Q4 		$2.58M Buy
7,523
+169
+2% +$58.8K 0.2% 128
2022
Q3 		$2.15M Sell
7,354
-156
-2% -$50.5K 0.18% 135
2022
Q2 		$2.23M Buy
7,510
+102
+1% +$31.8K 0.18% 145
2022
Q1 		$2.44M Buy
7,408
+286
+4% +$101K 0.16% 150
2021
Q4 		$2.72M Buy
7,122
+450
+7% +$178K 0.18% 134
2021
Q3 		$2.52M Buy
6,672
+3,942
+144% +$1.54M 0.18% 88
2021
Q2 		$1.04M Buy
2,730
+125
+5% +$44.7K 0.08% 265
2021
Q1 		$852K Buy
2,605
+383
+17% +$119K 0.08% 269
2020
Q4 		$586K Buy
2,222
+1,153
+108% +$257K 0.06% 306
2020
Q3 		$215K Buy
+1,069
New +$217K 0.02% 650
2020
Q1 		– Sell
-2,182
Closed -$502K – 261
2019
Q4 		$502K Buy
+2,182
New +$473K 0.06% 304

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

J.W. Cole Advisors's GS Position: Q2 2026 in Review

J.W. Cole Advisors increased its Goldman Sachs (GS) stake by 1.6% in Q2 2026, buying an estimated $190K and bringing the position to 12,711 shares worth $12.9M. The position accounts for 0.22% of the portfolio, ranked #98.

J.W. Cole Advisors first reported a position in GS in Q4 2019 and has held it in 25 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • J.W. Cole Advisors held 12,711 shares of Goldman Sachs worth $12.9M as of Q2 2026.
  • J.W. Cole Advisors bought 195 Goldman Sachs shares in Q2 2026, an estimated $190K.
  • Goldman Sachs made up 0.22% of J.W. Cole Advisors's portfolio in Q2 2026, its #98 holding.
  • J.W. Cole Advisors first reported a position in Goldman Sachs in Q4 2019 and has held it in 25 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.