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Kapstone Financial Advisors’s Goldman Sachs GS Stock Holding History

Kapstone 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
Q1 		$281K Buy
+332
New +$296K 0.14% 107
2024
Q3 		– Sell
-3,036
Closed -$1.37M – 110
2024
Q2 		$1.37M Buy
+3,036
New +$1.33M 0.9% 22

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapstone Financial Advisors's GS Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in Goldman Sachs (GS) in Q1 2026: 332 shares worth $281K. The stake represents 0.14% of the portfolio and ranks #107 among its holdings. This is a return to the name: Kapstone Financial Advisors previously reported a position in GS as recently as Q2 2024.

Kapstone Financial Advisors first reported a position in GS in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.37M in Q2 2024. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Kapstone Financial Advisors held 332 shares of Goldman Sachs worth $281K as of Q1 2026.
  • Goldman Sachs was a new Kapstone Financial Advisors position in Q1 2026.
  • Goldman Sachs made up 0.14% of Kapstone Financial Advisors's portfolio in Q1 2026, its #107 holding.
  • Kapstone Financial Advisors first reported a position in Goldman Sachs in Q2 2024 and has held it in 2 quarters since.
  • Kapstone Financial Advisors's Goldman Sachs position peaked at $1.37M in Q2 2024.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.