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KFA Private Wealth Group’s Goldman Sachs GS Stock Holding History

KFA Private Wealth Group’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 		$369K Sell
365
-17
-4% -$16.6K 0.09% 103
2026
Q1 		$323K Buy
382
+2
+0.5% +$1.78K 0.08% 124
2025
Q4 		$334K Buy
380
+1
+0.3% +$816 0.08% 111
2025
Q3 		$302K Buy
379
+1
+0.3% +$741 0.09% 109
2025
Q2 		$268K Hold
378
– – 0.08% 112
2025
Q1 		$206K Buy
378
+21
+6% +$12.6K 0.07% 114
2024
Q4 		$204K Buy
+357
New +$199K 0.09% 90
2020
Q1 		– Sell
-1,163
Closed -$267K – 52
2019
Q4 		$267K Buy
+1,163
New +$252K 0.25% 43

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

KFA Private Wealth Group's GS Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Goldman Sachs (GS) stake by 4.5% in Q2 2026, selling an estimated $16.6K and leaving 365 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #103.

KFA Private Wealth Group first reported a position in GS in Q4 2019 and has held it in 8 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • KFA Private Wealth Group held 365 shares of Goldman Sachs worth $369K as of Q2 2026.
  • KFA Private Wealth Group sold 17 Goldman Sachs shares in Q2 2026, an estimated $16.6K.
  • Goldman Sachs made up 0.09% of KFA Private Wealth Group's portfolio in Q2 2026, its #103 holding.
  • KFA Private Wealth Group first reported a position in Goldman Sachs in Q4 2019 and has held it in 8 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.