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Key Financial Inc’s Goldman Sachs GS Stock Holding History

Key Financial Inc’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 		$633K Buy
626
+262
+72% +$255K 0.1% 160
2026
Q1 		$308K Buy
364
+213
+141% +$190K 0.05% 237
2025
Q4 		$133K Sell
151
-5
-3% -$4.08K 0.02% 351
2025
Q3 		$123K Hold
156
– – 0.02% 359
2025
Q2 		$110K Hold
156
– – 0.02% 362
2025
Q1 		$85.2K Hold
156
– – 0.02% 387
2024
Q4 		$89.3K Buy
156
+50
+47% +$27.9K 0.02% 378
2024
Q3 		$52.5K Buy
106
+6
+6% +$2.94K 0.01% 468
2024
Q2 		$45.2K Hold
100
– – 0.01% 485
2024
Q1 		$41.8K Sell
100
-38
-28% -$14.7K 0.01% 466
2023
Q4 		$53.2K Hold
138
– – 0.01% 415
2023
Q3 		$44.7K Hold
138
– – 0.02% 426
2023
Q2 		$44.5K Hold
138
– – 0.01% 428
2023
Q1 		$45.1K Buy
138
+75
+119% +$26.1K 0.02% 408
2022
Q4 		$18.5K Hold
63
– – 0.01% 507
2022
Q3 		$18K Buy
63
+38
+152% +$12.3K 0.01% 516
2022
Q2 		$7K Hold
25
– – ﹤0.01% 715
2022
Q1 		$8K Hold
25
– – ﹤0.01% 686
2021
Q4 		$10K Buy
+25
New +$9.9K 0.01% 591

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Key Financial Inc's GS Position: Q2 2026 in Review

Key Financial Inc increased its Goldman Sachs (GS) stake by 72% in Q2 2026, buying an estimated $255K and bringing the position to 626 shares worth $633K. The position accounts for 0.1% of the portfolio, ranked #160.

Key Financial Inc first reported a position in GS in Q4 2021 and has held it in 19 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Key Financial Inc held 626 shares of Goldman Sachs worth $633K as of Q2 2026.
  • Key Financial Inc bought 262 Goldman Sachs shares in Q2 2026, an estimated $255K.
  • Goldman Sachs made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #160 holding.
  • Key Financial Inc first reported a position in Goldman Sachs in Q4 2021 and has held it in 19 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.