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JFS Wealth Advisors’s Goldman Sachs GS Stock Holding History

JFS Wealth 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 		$2.9M Sell
2,870
-62
-2% -$60.4K 0.14% 90
2026
Q1 		$2.48M Buy
2,932
+5
+0.2% +$4.46K 0.14% 95
2025
Q4 		$2.57M Sell
2,927
-142
-5% -$116K 0.14% 89
2025
Q3 		$2.44M Buy
3,069
+225
+8% +$167K 0.14% 94
2025
Q2 		$2.01M Sell
2,844
-24
-0.8% -$13.9K 0.13% 102
2025
Q1 		$1.57M Sell
2,868
-10
-0.3% -$6.02K 0.11% 114
2024
Q4 		$1.65M Buy
2,878
+36
+1% +$20.1K 0.11% 103
2024
Q3 		$1.41M Buy
2,842
+1,118
+65% +$547K 0.09% 122
2024
Q2 		$780K Sell
1,724
-49
-3% -$21.5K 0.06% 133
2024
Q1 		$741K Buy
1,773
+47
+3% +$18.2K 0.06% 135
2023
Q4 		$666K Sell
1,726
-15
-0.9% -$5.01K 0.06% 133
2023
Q3 		$563K Buy
1,741
+18
+1% +$6.01K 0.05% 143
2023
Q2 		$556K Hold
1,723
– – 0.05% 144
2023
Q1 		$564K Sell
1,723
-23
-1% -$8.01K 0.05% 142
2022
Q4 		$600K Sell
1,746
-69
-4% -$24K 0.06% 146
2022
Q3 		$532K Buy
1,815
+70
+4% +$22.7K 0.06% 147
2022
Q2 		$518K Sell
1,745
-30
-2% -$9.34K 0.05% 143
2022
Q1 		$586K Buy
1,775
+20
+1% +$7.06K 0.06% 146
2021
Q4 		$671K Buy
1,755
+133
+8% +$52.7K 0.06% 143
2021
Q3 		$613K Buy
1,622
+94
+6% +$36.7K 0.06% 140
2021
Q2 		$580K Hold
1,528
– – 0.09% 106
2021
Q1 		$500K Hold
1,528
– – 0.1% 102
2020
Q4 		$403K Buy
1,528
+28
+2% +$6.23K 0.08% 106
2020
Q3 		$301K Hold
1,500
– – 0.07% 111
2020
Q2 		$296K Hold
1,500
– – 0.08% 116
2020
Q1 		$232K Hold
1,500
– – 0.07% 117
2019
Q4 		$345K Hold
1,500
– – 0.09% 111
2019
Q3 		$311K Hold
1,500
– – 0.08% 115
2019
Q2 		$307K Hold
1,500
– – 0.08% 118
2019
Q1 		$288K Sell
1,500
-63
-4% -$12.2K 0.08% 117
2018
Q4 		$261K Sell
1,563
-250
-14% -$50.4K 0.07% 119
2018
Q3 		$407K Sell
1,813
-17
-0.9% -$3.95K 0.1% 102
2018
Q2 		$404K Hold
1,830
– – 0.11% 102
2018
Q1 		$461K Hold
1,830
– – 0.12% 91
2017
Q4 		$466K Buy
1,830
+17
+0.9% +$4.17K 0.11% 91
2017
Q3 		$430K Buy
1,813
+250
+16% +$56.4K 0.11% 93
2017
Q2 		$347K Sell
1,563
-66
-4% -$14.7K 0.1% 94
2017
Q1 		$390K Hold
1,629
– – 0.11% 95
2016
Q4 		$390K Buy
1,629
+63
+4% +$12.8K 0.11% 95
2016
Q3 		$253K Sell
1,566
-1,400
-47% -$228K 0.07% 110
2016
Q2 		$441K Buy
2,966
+1,367
+85% +$213K 0.12% 97
2016
Q1 		$251K Buy
1,599
+21
+1% +$3.25K 0.07% 114
2015
Q4 		$284K Hold
1,578
– – 0.08% 112
2015
Q3 		$274K Buy
+1,578
New +$309K 0.12% 85
2014
Q2 		– Sell
-1,595
Closed -$261K – 482
2014
Q1 		$261K Buy
1,595
+69
+5% +$11.6K 0.14% 95
2013
Q4 		$270K Sell
1,526
-176
-10% -$29K 0.12% 103
2013
Q3 		$269K Buy
1,702
+102
+6% +$16.4K 0.13% 93
2013
Q2 		$242K Buy
+1,600
New +$244K 0.12% 95

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

JFS Wealth Advisors's GS Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Goldman Sachs (GS) stake by 2.1% in Q2 2026, selling an estimated $60.4K and leaving 2,870 shares worth $2.9M. The position accounts for 0.14% of the portfolio, ranked #90.

JFS Wealth Advisors first reported a position in GS in Q2 2013 and has held it in 48 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • JFS Wealth Advisors held 2,870 shares of Goldman Sachs worth $2.9M as of Q2 2026.
  • JFS Wealth Advisors sold 62 Goldman Sachs shares in Q2 2026, an estimated $60.4K.
  • Goldman Sachs made up 0.14% of JFS Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • JFS Wealth Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 48 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.