KFA
GS icon

Kelleher Financial Advisors’s Goldman Sachs GS Stock Holding History

Kelleher 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 		$1.47M Sell
1,755
-36
-2% -$32.1K 0.37% 51
2025
Q4 		$1.57M Buy
1,791
+1,542
+619% +$1.26M 0.36% 49
2025
Q3 		$198K Sell
249
-1,560
-86% -$1.16M 0.05% 186
2025
Q2 		$1.28M Sell
1,809
-6
-0.3% -$3.48K 0.44% 35
2025
Q1 		$991K Buy
1,815
+17
+0.9% +$10.2K 0.4% 42
2024
Q4 		$1.03M Sell
1,798
-124
-6% -$69.2K 0.39% 32
2024
Q3 		$952K Buy
1,922
+3
+0.2% +$1.47K 0.36% 40
2024
Q2 		$868K Buy
1,919
+2
+0.1% +$878 0.36% 39
2024
Q1 		$801K Buy
1,917
+5
+0.3% +$1.94K 0.33% 44
2023
Q4 		$737K Sell
1,912
-140
-7% -$46.7K 0.35% 41
2023
Q3 		$665K Sell
2,052
-47
-2% -$15.7K 0.34% 42
2023
Q2 		$678K Buy
2,099
+52
+3% +$17.1K 0.39% 46
2023
Q1 		$669K Sell
2,047
-2
-0.1% -$696 0.44% 43
2022
Q4 		$704K Buy
2,049
+106
+5% +$36.9K 0.53% 35
2022
Q3 		$569K Buy
1,943
+5
+0.3% +$1.62K 0.41% 54
2022
Q2 		$575K Buy
1,938
+18
+0.9% +$5.6K 0.26% 67
2022
Q1 		$633K Buy
1,920
+1
+0.1% +$353 0.35% 56
2021
Q4 		$733K Sell
1,919
-1,347
-41% -$533K 0.39% 52
2021
Q3 		$1.24M Buy
3,266
+1,388
+74% +$542K 0.54% 40
2021
Q2 		$712K Sell
1,878
-14
-0.7% -$5.01K 0.4% 53
2021
Q1 		$618K Buy
1,892
+2
+0.1% +$623 0.4% 54
2020
Q4 		$498K Buy
1,890
+22
+1% +$4.9K 0.37% 59
2020
Q3 		$376K Buy
1,868
+13
+0.7% +$2.65K 0.31% 65
2020
Q2 		$367K Buy
1,855
+2
+0.1% +$375 0.35% 65
2020
Q1 		$286K Buy
1,853
+40
+2% +$8.49K 0.34% 65
2019
Q4 		$417K Sell
1,813
-41
-2% -$8.9K 0.42% 59
2019
Q3 		$384K Buy
1,854
+35
+2% +$7.32K 0.47% 52
2019
Q2 		$372K Buy
+1,819
New +$360K 0.46% 56
2018
Q4 		$304K Buy
1,818
+51
+3% +$10.3K 0.49% 56
2018
Q3 		$396K Buy
1,767
+164
+10% +$38.1K 0.51% 48
2018
Q2 		$354K Sell
1,603
-1,069
-40% -$255K 0.51% 51
2018
Q1 		$673K Sell
2,672
-235
-8% -$61.2K 0.92% 26
2017
Q4 		$740K Hold
2,907
– – 1.17% 24
2017
Q3 		$689K Buy
2,907
+1,149
+65% +$259K 1.45% 19
2017
Q2 		$390K Sell
1,758
-895
-34% -$199K 0.75% 48
2017
Q1 		$609K Sell
2,653
-212
-7% -$51.2K 1.3% 20
2016
Q4 		$686K Sell
2,865
-300
-9% -$60.9K 0.38% 65
2016
Q3 		$510K Buy
3,165
+1,374
+77% +$223K 0.29% 71
2016
Q2 		$266K Sell
1,791
-268
-13% -$41.8K 0.16% 103
2016
Q1 		$323K Buy
+2,059
New +$318K 0.18% 111

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

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

Kelleher Financial Advisors reduced its Goldman Sachs (GS) stake by 2% in Q1 2026, selling an estimated $32.1K and leaving 1,755 shares worth $1.47M. The position accounts for 0.37% of the portfolio, ranked #51.

Kelleher Financial Advisors first reported a position in GS in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.57M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Kelleher Financial Advisors held 1,755 shares of Goldman Sachs worth $1.47M as of Q1 2026.
  • Kelleher Financial Advisors sold 36 Goldman Sachs shares in Q1 2026, an estimated $32.1K.
  • Goldman Sachs made up 0.37% of Kelleher Financial Advisors's portfolio in Q1 2026, its #51 holding.
  • Kelleher Financial Advisors first reported a position in Goldman Sachs in Q1 2016 and has held it in 40 quarters since.
  • Kelleher Financial Advisors's Goldman Sachs position peaked at $1.57M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.