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Kingswood Wealth Advisors’s Goldman Sachs GS Stock Holding History

Kingswood Wealth 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 		$6.77M Sell
6,698
-223
-3% -$217K 0.27% 79
2026
Q1 		$5.86M Sell
6,921
-609
-8% -$543K 0.28% 78
2025
Q4 		$6.62M Buy
7,530
+359
+5% +$293K 0.32% 67
2025
Q3 		$5.71M Buy
7,171
+682
+11% +$505K 0.35% 56
2025
Q2 		$4.59M Buy
6,489
+2,091
+48% +$1.21M 0.36% 56
2025
Q1 		$2.4M Sell
4,398
-54
-1% -$32.5K 0.22% 109
2024
Q4 		$2.55M Sell
4,452
-7,160
-62% -$3.99M 0.19% 116
2024
Q3 		$5.75M Buy
11,612
+54
+0.5% +$26.4K 0.41% 51
2024
Q2 		$5.23M Buy
11,558
+1,723
+18% +$756K 0.47% 36
2024
Q1 		$4.11M Sell
9,835
-878
-8% -$341K 0.47% 38
2023
Q4 		$4.13M Buy
10,713
+402
+4% +$134K 0.47% 38
2023
Q3 		$3.34M Buy
10,311
+7,204
+232% +$2.41M 0.57% 38
2023
Q2 		$1M Buy
+3,107
New +$1.02M 0.32% 84

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Kingswood Wealth Advisors's GS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Goldman Sachs (GS) stake by 3.2% in Q2 2026, selling an estimated $217K and leaving 6,698 shares worth $6.77M. The position accounts for 0.27% of the portfolio, ranked #79.

Kingswood Wealth Advisors first reported a position in GS in Q2 2023 and has held it in 13 quarters since. 1,042 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Kingswood Wealth Advisors held 6,698 shares of Goldman Sachs worth $6.77M as of Q2 2026.
  • Kingswood Wealth Advisors sold 223 Goldman Sachs shares in Q2 2026, an estimated $217K.
  • Goldman Sachs made up 0.27% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Kingswood Wealth Advisors first reported a position in Goldman Sachs in Q2 2023 and has held it in 13 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.