Key Client Fiduciary Advisors’s Goldman Sachs GS Stock Holding History

Key Client Fiduciary Advisors’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	$951K	Buy	941 +2	+0.2%	+$1.95K	0.27%	77
2026 Q1	$794K	Buy	939 +156	+20%	+$139K	0.27%	79
2025 Q4	$688K	Sell	783 -19	-2%	-$15.5K	0.23%	92
2025 Q3	$639K	Sell	802 -2	-0.2%	-$1.48K	0.21%	96
2025 Q2	$569K	Sell	804 -249	-24%	-$144K	0.23%	100
2025 Q1	$575K	Sell	1,053 -54	-5%	-$32.5K	0.26%	90
2024 Q4	$634K	Sell	1,107 -68	-6%	-$37.9K	0.28%	83
2024 Q3	$582K	Buy	1,175 +4	+0.3%	+$1.96K	0.26%	89
2024 Q2	$530K	Sell	1,171 -7	-0.6%	-$3.07K	0.26%	90
2024 Q1	$492K	Buy	1,178 +252	+27%	+$97.8K	0.26%	96
2023 Q4	$357K	Sell	926 -210	-18%	-$70.1K	0.21%	120
2023 Q3	$368K	Sell	1,136 -112	-9%	-$37.4K	0.23%	108
2023 Q2	$403K	Sell	1,248 -90	-7%	-$29.6K	0.23%	105
2023 Q1	$438K	Sell	1,338 -32	-2%	-$11.1K	0.27%	84
2022 Q4	$470K	Hold	1,370	–	–	0.32%	72
2022 Q3	$401K	Buy	1,370 +1	+0.1%	+$324	0.36%	60
2022 Q2	$407K	Buy	1,369 +130	+10%	+$40.5K	0.4%	63
2022 Q1	$409K	Buy	+1,239	New	+$438K	0.32%	75

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Key Client Fiduciary Advisors's GS Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Goldman Sachs (GS) stake by 0.21% in Q2 2026, buying an estimated $1.95K and bringing the position to 941 shares worth $951K. The position accounts for 0.27% of the portfolio, ranked #77.

Key Client Fiduciary Advisors first reported a position in GS in Q1 2022 and has held it in 18 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

Key Client Fiduciary Advisors held 941 shares of Goldman Sachs worth $951K as of Q2 2026.
Key Client Fiduciary Advisors bought 2 Goldman Sachs shares in Q2 2026, an estimated $1.95K.
Goldman Sachs made up 0.27% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #77 holding.
Key Client Fiduciary Advisors first reported a position in Goldman Sachs in Q1 2022 and has held it in 18 quarters since.
3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.