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Legacy Financial Independent Advisors’s Goldman Sachs GS Stock Holding History

Legacy Financial Independent 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 		$372K Sell
368
-16
-4% -$15.6K 0.18% 85
2026
Q1 		$325K Buy
+384
New +$343K 0.17% 86

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

Legacy Financial Independent Advisors's GS Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Goldman Sachs (GS) stake by 4.2% in Q2 2026, selling an estimated $15.6K and leaving 368 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #85.

Legacy Financial Independent Advisors first reported a position in GS in Q1 2026 and has held it in 2 quarters since. 3,149 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Legacy Financial Independent Advisors held 368 shares of Goldman Sachs worth $372K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 16 Goldman Sachs shares in Q2 2026, an estimated $15.6K.
  • Goldman Sachs made up 0.18% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #85 holding.
  • Legacy Financial Independent Advisors first reported a position in Goldman Sachs in Q1 2026 and has held it in 2 quarters since.
  • 3,149 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.