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Jones Kertz & Associates’s Goldman Sachs GS Stock Holding History

Jones Kertz & Associates’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 		$6.66M Sell
6,589
-541
-8% -$527K 3.07% 8
2026
Q1 		$6.03M Sell
7,130
-121
-2% -$108K 3.2% 10
2025
Q4 		$6.37M Buy
+7,251
New +$5.92M 3.28% 10

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Jones Kertz & Associates's GS Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Goldman Sachs (GS) stake by 7.6% in Q2 2026, selling an estimated $527K and leaving 6,589 shares worth $6.66M. The position accounts for 3.07% of the portfolio, ranked #8.

Jones Kertz & Associates first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 1,928 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Jones Kertz & Associates held 6,589 shares of Goldman Sachs worth $6.66M as of Q2 2026.
  • Jones Kertz & Associates sold 541 Goldman Sachs shares in Q2 2026, an estimated $527K.
  • Goldman Sachs made up 3.07% of Jones Kertz & Associates's portfolio in Q2 2026, its #8 holding.
  • Jones Kertz & Associates first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 1,928 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.