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Legacy Financial Advisors’s Goldman Sachs GS Stock Holding History

Legacy Financial 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
Q1 		$1.47M Buy
1,735
+14
+0.8% +$12.5K 0.21% 86
2025
Q4 		$1.51M Sell
1,721
-59
-3% -$48.1K 0.21% 85
2025
Q3 		$1.42M Sell
1,780
-60
-3% -$44.5K 0.2% 86
2025
Q2 		$1.3M Buy
1,840
+67
+4% +$38.8K 0.2% 80
2025
Q1 		$968K Buy
1,773
+182
+11% +$110K 0.16% 109
2024
Q4 		$911K Buy
1,591
+133
+9% +$74.2K 0.15% 112
2024
Q3 		$722K Buy
1,458
+128
+10% +$62.6K 0.12% 151
2024
Q2 		$601K Buy
1,330
+10
+0.8% +$4.39K 0.11% 162
2024
Q1 		$551K Buy
1,320
+22
+2% +$8.54K 0.1% 173
2023
Q4 		$501K Buy
1,298
+137
+12% +$45.7K 0.1% 168
2023
Q3 		$376K Buy
1,161
+81
+8% +$27.1K 0.08% 175
2023
Q2 		$348K Buy
1,080
+106
+11% +$34.8K 0.07% 184
2023
Q1 		$319K Sell
974
-29
-3% -$10.1K 0.07% 182
2022
Q4 		$344K Buy
1,003
+114
+13% +$39.7K 0.07% 159
2022
Q3 		$260K Buy
889
+110
+14% +$35.6K 0.06% 179
2022
Q2 		$231K Buy
779
+91
+13% +$28.3K 0.06% 189
2022
Q1 		$227K Sell
688
-48
-7% -$17K 0.05% 212
2021
Q4 		$281K Sell
736
-20
-3% -$7.92K 0.06% 150
2021
Q3 		$286K Buy
756
+180
+31% +$70.3K 0.07% 133
2021
Q2 		$218K Buy
+576
New +$206K 0.06% 157
2019
Q2 		– Sell
-396
Closed -$76K – 431
2019
Q1 		$76K Buy
396
+44
+13% +$8.49K 0.03% 205
2018
Q4 		$59K Sell
352
-556
-61% -$112K 0.02% 210
2018
Q3 		$203K Buy
908
+27
+3% +$6.28K 0.07% 103
2018
Q2 		$199K Sell
881
-179
-17% -$42.7K 0.08% 104
2018
Q1 		$271K Sell
1,060
-392
-27% -$102K 0.11% 84
2017
Q4 		$369K Buy
+1,452
New +$356K 0.15% 62

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

Legacy Financial Advisors's GS Position: Q1 2026 in Review

Legacy Financial Advisors increased its Goldman Sachs (GS) stake by 0.81% in Q1 2026, buying an estimated $12.5K and bringing the position to 1,735 shares worth $1.47M. The position accounts for 0.21% of the portfolio, ranked #86.

Legacy Financial Advisors first reported a position in GS in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.51M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Legacy Financial Advisors held 1,735 shares of Goldman Sachs worth $1.47M as of Q1 2026.
  • Legacy Financial Advisors bought 14 Goldman Sachs shares in Q1 2026, an estimated $12.5K.
  • Goldman Sachs made up 0.21% of Legacy Financial Advisors's portfolio in Q1 2026, its #86 holding.
  • Legacy Financial Advisors first reported a position in Goldman Sachs in Q4 2017 and has held it in 26 quarters since.
  • Legacy Financial Advisors's Goldman Sachs position peaked at $1.51M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.