JNBA Financial Advisors’s Goldman Sachs GS Stock Holding History

JNBA 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	$210K	Buy	208 +8	+4%	+$7.8K	0.02%	194
2026 Q1	$169K	Sell	200 -3	-1%	-$2.68K	0.01%	195
2025 Q4	$178K	Buy	203 +1	+0.5%	+$816	0.02%	188
2025 Q3	$161K	Hold	202	–	–	0.01%	188
2025 Q2	$143K	Hold	202	–	–	0.01%	191
2025 Q1	$110K	Hold	202	–	–	0.01%	208
2024 Q4	$116K	Hold	202	–	–	0.01%	203
2024 Q3	$100K	Hold	202	–	–	0.01%	222
2024 Q2	$91.4K	Sell	202 -23	-10%	-$10.1K	0.01%	233
2024 Q1	$94K	Sell	225 -25	-10%	-$9.7K	0.01%	236
2023 Q4	$96.4K	Hold	250	–	–	0.01%	233
2023 Q3	$80.9K	Hold	250	–	–	0.01%	242
2023 Q2	$80.6K	Hold	250	–	–	0.01%	245
2023 Q1	$81.8K	Hold	250	–	–	0.01%	246
2022 Q4	$85.8K	Hold	250	–	–	0.01%	240
2022 Q3	$73K	Buy	250 +2	+0.8%	+$648	0.01%	243
2022 Q2	$74K	Hold	248	–	–	0.01%	246
2022 Q1	$82K	Hold	248	–	–	0.01%	248
2021 Q4	$95K	Hold	248	–	–	0.01%	241
2021 Q3	$94K	Hold	248	–	–	0.01%	231
2021 Q2	$94K	Hold	248	–	–	0.01%	230
2021 Q1	$81K	Hold	248	–	–	0.01%	243
2020 Q4	$65K	Buy	248 +23	+10%	+$5.12K	0.01%	241
2020 Q3	$45K	Hold	225	–	–	0.01%	250
2020 Q2	$44K	Hold	225	–	–	0.01%	245
2020 Q1	$35K	Hold	225	–	–	0.01%	253
2019 Q4	$52K	Hold	225	–	–	0.01%	238
2019 Q3	$47K	Hold	225	–	–	0.01%	236
2019 Q2	$46K	Hold	225	–	–	0.01%	247
2019 Q1	$43K	Hold	225	–	–	0.01%	242
2018 Q4	$38K	Buy	+225	New	+$45.4K	0.01%	234
2018 Q3	–	Sell	-225	Closed	-$50K	–	580
2018 Q2	$50K	Hold	225	–	–	0.01%	224
2018 Q1	$57K	Hold	225	–	–	0.01%	211
2017 Q4	$57K	Hold	225	–	–	0.01%	211
2017 Q3	$53K	Hold	225	–	–	0.01%	206
2017 Q2	$50K	Hold	225	–	–	0.01%	209
2017 Q1	$52K	Hold	225	–	–	0.01%	201
2016 Q4	$54K	Sell	225 -2,084	-90%	-$423K	0.01%	203
2016 Q3	$372K	Buy	2,309 +2,039	+755%	+$331K	0.05%	127
2016 Q2	$40K	Sell	270 -3	-1%	-$468	0.01%	221
2016 Q1	$43K	Buy	273 +3	+1%	+$464	0.02%	211
2015 Q4	$49K	Hold	270	–	–	0.02%	195
2015 Q3	$47K	Hold	270	–	–	0.02%	190
2015 Q2	$56K	Sell	270 -50	-16%	-$10.2K	0.02%	172
2015 Q1	$60K	Sell	320 -101	-24%	-$18.8K	0.02%	168
2014 Q4	$82K	Sell	421 -75	-15%	-$14.1K	0.03%	152
2014 Q3	$91K	Sell	496 -50	-9%	-$8.78K	0.04%	143
2014 Q2	$91K	Hold	546	–	–	0.04%	134
2014 Q1	$89K	Buy	546 +50	+10%	+$8.41K	0.05%	127
2013 Q4	$88K	Hold	496	–	–	0.05%	128
2013 Q3	$78K	Buy	496 +75	+18%	+$12.1K	0.05%	132
2013 Q2	$64K	Buy	+421	New	+$64.2K	0.04%	139

Other funds holding GS

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

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

JNBA Financial Advisors increased its Goldman Sachs (GS) stake by 4% in Q2 2026, buying an estimated $7.8K and bringing the position to 208 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #194.

JNBA Financial Advisors first reported a position in GS in Q2 2013 and has held it in 52 quarters since. The position peaked at $372K in Q3 2016. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

JNBA Financial Advisors held 208 shares of Goldman Sachs worth $210K as of Q2 2026.
JNBA Financial Advisors bought 8 Goldman Sachs shares in Q2 2026, an estimated $7.8K.
Goldman Sachs made up 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #194 holding.
JNBA Financial Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 52 quarters since.
JNBA Financial Advisors's Goldman Sachs position peaked at $372K in Q3 2016.
1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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