Kestra Private Wealth Services
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Kestra Private Wealth Services’s Goldman Sachs GS Stock Holding History

Kestra Private Wealth 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
Q3 		$29.1M Sell
32,325
-188
-0.6% -$192K 0.31% 61
2026
Q2 		$32.9M Sell
32,513
-38
-0.1% -$37K 0.36% 54
2026
Q1 		$27.5M Sell
32,551
-157
-0.5% -$140K 0.34% 58
2025
Q4 		$28.8M Buy
32,708
+3,061
+10% +$2.5M 0.36% 48
2025
Q3 		$23.6M Buy
29,647
+1,785
+6% +$1.32M 0.31% 64
2025
Q2 		$19.7M Buy
27,862
+2,867
+11% +$1.66M 0.28% 69
2025
Q1 		$13.7M Buy
24,995
+2,856
+13% +$1.72M 0.23% 91
2024
Q4 		$12.7M Buy
22,139
+1,697
+8% +$947K 0.22% 100
2024
Q3 		$10.1M Sell
20,442
-122
-0.6% -$59.7K 0.19% 127
2024
Q2 		$9.3M Buy
20,564
+1,909
+10% +$838K 0.19% 123
2024
Q1 		$7.79M Buy
18,655
+372
+2% +$144K 0.18% 141
2023
Q4 		$7.05M Buy
18,283
+819
+5% +$273K 0.18% 140
2023
Q3 		$5.65M Buy
17,464
+1,369
+9% +$457K 0.18% 140
2023
Q2 		$5.19M Buy
16,095
+2,142
+15% +$704K 0.18% 141
2023
Q1 		$4.56M Sell
13,953
-105
-0.7% -$36.6K 0.18% 135
2022
Q4 		$4.83M Sell
14,058
-141
-1% -$49.1K 0.24% 110
2022
Q3 		$4.16M Buy
14,199
+1,065
+8% +$345K 0.24% 107
2022
Q2 		$3.9M Buy
13,134
+228
+2% +$71K 0.22% 117
2022
Q1 		$4.26M Buy
12,906
+1,442
+13% +$509K 0.21% 115
2021
Q4 		$4.39M Buy
11,464
+340
+3% +$135K 0.21% 119
2021
Q3 		$4.2M Buy
11,124
+891
+9% +$348K 0.23% 105
2021
Q2 		$3.88M Sell
10,233
-333
-3% -$119K 0.24% 100
2021
Q1 		$3.46M Sell
10,566
-1,136
-10% -$354K 0.24% 98
2020
Q4 		$3.04M Buy
11,702
+163
+1% +$36.3K 0.22% 112
2020
Q3 		$2.32M Buy
+11,539
New +$2.35M 0.2% 116

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Kestra Private Wealth Services's GS Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its Goldman Sachs (GS) stake by 0.58% in Q3 2026, selling an estimated $192K and leaving 32,325 shares worth $29.1M. The position accounts for 0.31% of the portfolio, ranked #61.

Kestra Private Wealth Services first reported a position in GS in Q3 2020 and has held it in 25 quarters since. The position peaked at $32.9M in Q2 2026. 1,503 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Kestra Private Wealth Services held 32,325 shares of Goldman Sachs worth $29.1M as of Q3 2026.
  • Kestra Private Wealth Services sold 188 Goldman Sachs shares in Q3 2026, an estimated $192K.
  • Goldman Sachs made up 0.31% of Kestra Private Wealth Services's portfolio in Q3 2026, its #61 holding.
  • Kestra Private Wealth Services first reported a position in Goldman Sachs in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's Goldman Sachs position peaked at $32.9M in Q2 2026.
  • 1,503 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.