Kestra Advisory Services’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,000
Closed -$2.83M 2948
2025
Q2
$2.83M Buy
+4,000
New +$2.32M 0.01% 905

Other funds holding GS

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.