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Kestra Advisory Services’s Goldman Sachs GS Stock Holding History

Kestra Advisory Services’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 		$84.6M Sell
83,696
-2,124
-2% -$2.07M 0.27% 68
2026
Q1 		$72.6M Buy
85,820
+6,192
+8% +$5.52M 0.27% 61
2025
Q4 		$70M Buy
79,628
+6,558
+9% +$5.35M 0.29% 56
2025
Q3 		$58.2M Buy
73,070
+8,781
+14% +$6.51M 0.27% 65
2025
Q2 		$45.5M Buy
64,289
+1,539
+2% +$892K 0.22% 78
2025
Q1 		$34.3M Sell
62,750
-2,536
-4% -$1.53M 0.17% 95
2024
Q4 		$37.4M Buy
65,286
+8,511
+15% +$4.75M 0.2% 94
2024
Q3 		$28.1M Sell
56,775
-621
-1% -$304K 0.15% 130
2024
Q2 		$26M Buy
57,396
+2,378
+4% +$1.04M 0.15% 145
2024
Q1 		$23M Buy
55,018
+5,927
+12% +$2.3M 0.15% 129
2023
Q4 		$18.9M Buy
49,091
+3,862
+9% +$1.29M 0.15% 129
2023
Q3 		$14.6M Buy
45,229
+9,345
+26% +$3.12M 0.14% 152
2023
Q2 		$11.6M Sell
35,884
-2,566
-7% -$844K 0.12% 201
2023
Q1 		$12.6M Sell
38,450
-3,119
-8% -$1.09M 0.14% 171
2022
Q4 		$14.3M Buy
41,569
+13,087
+46% +$4.56M 0.13% 189
2022
Q3 		$8.35M Buy
28,482
+1,534
+6% +$497K 0.09% 250
2022
Q2 		$8M Sell
26,948
-3,390
-11% -$1.06M 0.08% 255
2022
Q1 		$10M Buy
30,338
+4,849
+19% +$1.71M 0.1% 215
2021
Q4 		$9.75M Buy
25,489
+199
+0.8% +$78.8K 0.1% 229
2021
Q3 		$9.56M Buy
25,290
+6,048
+31% +$2.36M 0.1% 229
2021
Q2 		$7.3M Sell
19,242
-202
-1% -$72.3K 0.08% 269
2021
Q1 		$6.36M Sell
19,444
-470
-2% -$146K 0.08% 279
2020
Q4 		$5.17M Buy
19,914
+6,674
+50% +$1.49M 0.06% 326
2020
Q3 		$2.66M Buy
+13,240
New +$2.69M 0.05% 358

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

Kestra Advisory Services's GS Position: Q2 2026 in Review

Kestra Advisory Services reduced its Goldman Sachs (GS) stake by 2.5% in Q2 2026, selling an estimated $2.07M and leaving 83,696 shares worth $84.6M. The position accounts for 0.27% of the portfolio, ranked #68.

Kestra Advisory Services first reported a position in GS in Q3 2020 and has held it in 24 quarters since. 3,171 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Kestra Advisory Services held 83,696 shares of Goldman Sachs worth $84.6M as of Q2 2026.
  • Kestra Advisory Services sold 2,124 Goldman Sachs shares in Q2 2026, an estimated $2.07M.
  • Goldman Sachs made up 0.27% of Kestra Advisory Services's portfolio in Q2 2026, its #68 holding.
  • Kestra Advisory Services first reported a position in Goldman Sachs in Q3 2020 and has held it in 24 quarters since.
  • 3,171 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.