Kestra Advisory Services
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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
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Advisory Services's GS Position: Q3 2026 in Review

Kestra Advisory Services increased its Goldman Sachs (GS) stake by 4.9% in Q3 2026, buying an estimated $4.2M and bringing the position to 87,803 shares worth $79.1M. The position accounts for 0.23% of the portfolio, ranked #82.

Kestra Advisory Services first reported a position in GS in Q3 2020 and has held it in 25 quarters since. The position peaked at $84.6M in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Kestra Advisory Services held 87,803 shares of Goldman Sachs worth $79.1M as of Q3 2026.
  • Kestra Advisory Services bought 4,107 Goldman Sachs shares in Q3 2026, an estimated $4.2M.
  • Goldman Sachs made up 0.23% of Kestra Advisory Services's portfolio in Q3 2026, its #82 holding.
  • Kestra Advisory Services first reported a position in Goldman Sachs in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Goldman Sachs position peaked at $84.6M in Q2 2026.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.