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Kestra Investment Management’s Goldman Sachs GS Stock Holding History

Kestra Investment Management’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 		$367K Buy
+362
New +$353K 0.01% 371
2026
Q1 		– Sell
-357
Closed -$314K – 472
2025
Q4 		$314K Buy
357
+61
+21% +$49.8K 0.01% 357
2025
Q3 		$235K Sell
296
-1
-0.3% -$741 0.01% 392
2025
Q2 		$210K Buy
+297
New +$172K 0.01% 425
2025
Q1 		– Sell
-121
Closed -$69.1K – 1120
2024
Q4 		$69.1K Buy
+121
New +$67.5K ﹤0.01% 482

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Investment Management's GS Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Goldman Sachs (GS) in Q2 2026: 362 shares worth $367K. The stake represents 0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in GS as recently as Q4 2025.

Kestra Investment Management first reported a position in GS in Q4 2024 and has held it in 5 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Kestra Investment Management held 362 shares of Goldman Sachs worth $367K as of Q2 2026.
  • Goldman Sachs was a new Kestra Investment Management position in Q2 2026.
  • Goldman Sachs made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #371 holding.
  • Kestra Investment Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 5 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.