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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 $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

Lebenthal Global Advisors's GS Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its Goldman Sachs (GS) stake by 31% in Q2 2026, selling an estimated $407K and leaving 913 shares worth $924K. The position accounts for 0.12% of the portfolio, ranked #120.

Lebenthal Global Advisors first reported a position in GS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q1 2026. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Lebenthal Global Advisors held 913 shares of Goldman Sachs worth $924K as of Q2 2026.
  • Lebenthal Global Advisors sold 417 Goldman Sachs shares in Q2 2026, an estimated $407K.
  • Goldman Sachs made up 0.12% of Lebenthal Global Advisors's portfolio in Q2 2026, its #120 holding.
  • Lebenthal Global Advisors first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • Lebenthal Global Advisors's Goldman Sachs position peaked at $1.13M in Q1 2026.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.