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Legacy Advisors’s Goldman Sachs GS Stock Holding History

Legacy 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 		$565K Buy
558
+79
+16% +$77K 0.05% 175
2026
Q1 		$406K Buy
479
+4
+0.8% +$3.57K 0.05% 179
2025
Q4 		$417K Sell
475
-229
-33% -$187K 0.04% 183
2025
Q3 		$561K Buy
+704
New +$522K 0.07% 137
2025
Q2 		– Sell
-2,065
Closed -$1.13M – 176
2025
Q1 		$1.13M Buy
2,065
+376
+22% +$226K 0.12% 149
2024
Q4 		$967K Sell
1,689
-143
-8% -$79.8K 0.09% 164
2024
Q3 		$907K Sell
1,832
-162
-8% -$79.2K 0.1% 166
2024
Q2 		$902K Buy
1,994
+253
+15% +$111K 0.11% 140
2024
Q1 		$727K Sell
1,741
-388
-18% -$151K 0.09% 173
2023
Q4 		$821K Buy
2,129
+1,083
+104% +$361K 0.11% 150
2023
Q3 		$338K Buy
1,046
+37
+4% +$12.4K 0.05% 223
2023
Q2 		$325K Buy
1,009
+41
+4% +$13.5K 0.05% 212
2023
Q1 		$317K Buy
968
+32
+3% +$11.1K 0.06% 197
2022
Q4 		$321K Buy
936
+6
+0.6% +$2.09K 0.06% 182
2022
Q3 		$273K Sell
930
-534
-36% -$173K 0.06% 178
2022
Q2 		$435K Buy
1,464
+788
+117% +$245K 0.09% 130
2022
Q1 		$223K Buy
+676
New +$239K 0.04% 194
2020
Q1 		– Sell
-1,700
Closed -$391K – 112
2019
Q4 		$391K Buy
+1,700
New +$369K 0.25% 82
2019
Q2 		– Sell
-52
Closed -$10K – 386
2019
Q1 		$10K Buy
+52
New +$10K ﹤0.01% 332
2018
Q4 		– Sell
-108
Closed -$24K – 223
2018
Q3 		$24K Hold
108
– – 0.01% 285
2018
Q2 		$24K Buy
108
+56
+108% +$13.4K 0.02% 244
2018
Q1 		$13K Hold
52
– – 0.01% 246
2017
Q4 		$13K Hold
52
– – 0.01% 232
2017
Q3 		$12K Buy
+52
New +$11.7K 0.01% 201

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

Legacy Advisors's GS Position: Q2 2026 in Review

Legacy Advisors increased its Goldman Sachs (GS) stake by 16% in Q2 2026, buying an estimated $77K and bringing the position to 558 shares worth $565K. The position accounts for 0.05% of the portfolio, ranked #175.

Legacy Advisors first reported a position in GS in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Legacy Advisors held 558 shares of Goldman Sachs worth $565K as of Q2 2026.
  • Legacy Advisors bought 79 Goldman Sachs shares in Q2 2026, an estimated $77K.
  • Goldman Sachs made up 0.05% of Legacy Advisors's portfolio in Q2 2026, its #175 holding.
  • Legacy Advisors first reported a position in Goldman Sachs in Q3 2017 and has held it in 24 quarters since.
  • Legacy Advisors's Goldman Sachs position peaked at $1.13M in Q1 2025.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.