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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Advisory Services's GS Position: Q1 2026 in Review

Kestra Advisory Services increased its Goldman Sachs (GS) stake by 7.8% in Q1 2026, buying an estimated $5.52M and bringing the position to 85,820 shares worth $72.6M. The position accounts for 0.27% of the portfolio, ranked #61.

Kestra Advisory Services first reported a position in GS in Q3 2020 and has held it in 23 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Kestra Advisory Services held 85,820 shares of Goldman Sachs worth $72.6M as of Q1 2026.
Kestra Advisory Services bought 6,192 Goldman Sachs shares in Q1 2026, an estimated $5.52M.
Goldman Sachs made up 0.27% of Kestra Advisory Services's portfolio in Q1 2026, its #61 holding.
Kestra Advisory Services first reported a position in Goldman Sachs in Q3 2020 and has held it in 23 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.