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KMG Fiduciary Partners’s Goldman Sachs GS Stock Holding History

KMG Fiduciary Partners’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 		$21.3M Sell
21,041
-6,709
-24% -$6.54M 1.98% 11
2026
Q1 		$23.5M Sell
27,750
-2,320
-8% -$2.07M 1.74% 11
2025
Q4 		$26.4M Sell
30,070
-515
-2% -$420K 1.88% 11
2025
Q3 		$24.4M Buy
30,585
+201
+0.7% +$149K 1.63% 10
2025
Q2 		$21.5M Buy
30,384
+4,881
+19% +$2.83M 1.59% 11
2025
Q1 		$13.9M Sell
25,503
-3,135
-11% -$1.89M 1.16% 16
2024
Q4 		$16.4M Buy
28,638
+23
+0.1% +$12.8K 1.36% 11
2024
Q3 		$14.2M Sell
28,615
-279
-1% -$136K 1.22% 15
2024
Q2 		$13.1M Sell
28,894
-93
-0.3% -$40.8K 1.29% 15
2024
Q1 		$12.1M Buy
28,987
+148
+0.5% +$57.4K 1.25% 17
2023
Q4 		$11.1M Buy
28,839
+857
+3% +$286K 1.3% 17
2023
Q3 		$9.05M Buy
27,982
+937
+3% +$313K 1.2% 17
2023
Q2 		$8.72M Buy
27,045
+5,274
+24% +$1.73M 1.13% 20
2023
Q1 		$7.12M Sell
21,771
-1,586
-7% -$552K 1.02% 23
2022
Q4 		$8.02M Buy
23,357
+1,287
+6% +$448K 1.32% 14
2022
Q3 		$6.47M Buy
22,070
+4,088
+23% +$1.32M 1.24% 17
2022
Q2 		$5.34M Buy
17,982
+1,977
+12% +$616K 1% 27
2022
Q1 		$5.28M Buy
16,005
+2,131
+15% +$753K 0.84% 32
2021
Q4 		$5.31M Buy
13,874
+1,805
+15% +$715K 0.82% 32
2021
Q3 		$4.56M Buy
12,069
+1,235
+11% +$482K 0.78% 34
2021
Q2 		$4.11M Buy
10,834
+190
+2% +$68K 0.73% 38
2021
Q1 		$3.48M Buy
10,644
+312
+3% +$97.1K 0.68% 39
2020
Q4 		$2.8M Buy
10,332
+1,433
+16% +$319K 0.59% 43
2020
Q3 		$1.79M Buy
8,899
+3,175
+55% +$646K 0.44% 50
2020
Q2 		$1.13M Buy
5,724
+153
+3% +$28.7K 0.31% 70
2020
Q1 		$861K Sell
5,571
-320
-5% -$67.9K 0.28% 72
2019
Q4 		$1.35M Buy
5,891
+124
+2% +$26.9K 0.41% 48
2019
Q3 		$1.2M Buy
5,767
+501
+10% +$105K 0.41% 49
2019
Q2 		$1.08M Buy
5,266
+154
+3% +$30.5K 0.39% 50
2019
Q1 		$981K Buy
+5,112
New +$986K 0.37% 57

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

KMG Fiduciary Partners's GS Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Goldman Sachs (GS) stake by 24% in Q2 2026, selling an estimated $6.54M and leaving 21,041 shares worth $21.3M. The position accounts for 1.98% of the portfolio, ranked #11.

KMG Fiduciary Partners first reported a position in GS in Q1 2019 and has held it in 30 quarters since. The position peaked at $26.4M in Q4 2025. 1,058 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • KMG Fiduciary Partners held 21,041 shares of Goldman Sachs worth $21.3M as of Q2 2026.
  • KMG Fiduciary Partners sold 6,709 Goldman Sachs shares in Q2 2026, an estimated $6.54M.
  • Goldman Sachs made up 1.98% of KMG Fiduciary Partners's portfolio in Q2 2026, its #11 holding.
  • KMG Fiduciary Partners first reported a position in Goldman Sachs in Q1 2019 and has held it in 30 quarters since.
  • KMG Fiduciary Partners's Goldman Sachs position peaked at $26.4M in Q4 2025.
  • 1,058 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.