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Lebenthal Global Advisors’s Goldman Sachs GS Stock Holding History

Lebenthal Global 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
2024
Q2 		– Sell
-100
Closed -$41.8K – 187
2024
Q1 		$41.8K Buy
+100
New +$38.8K 0.01% 186

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lebenthal Global Advisors's GS Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Goldman Sachs (GS) stake by 47% in Q1 2026, buying an estimated $377K and bringing the position to 1,330 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #98.

Lebenthal Global Advisors first reported a position in GS in Q4 2020 and has held it in 22 quarters since. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Lebenthal Global Advisors held 1,330 shares of Goldman Sachs worth $1.13M as of Q1 2026.
  • Lebenthal Global Advisors bought 423 Goldman Sachs shares in Q1 2026, an estimated $377K.
  • Goldman Sachs made up 0.16% of Lebenthal Global Advisors's portfolio in Q1 2026, its #98 holding.
  • Lebenthal Global Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 22 quarters since.
  • 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.