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Legacy Financial Strategies’s Goldman Sachs GS Stock Holding History

Legacy Financial Strategies’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 		$231K Sell
228
-20
-8% -$19.5K 0.04% 137
2026
Q1 		$210K Buy
248
+12
+5% +$10.7K 0.04% 133
2025
Q4 		$208K Buy
+236
New +$193K 0.04% 130

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 Financial Strategies's GS Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Goldman Sachs (GS) stake by 8.1% in Q2 2026, selling an estimated $19.5K and leaving 228 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #137.

Legacy Financial Strategies first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Legacy Financial Strategies held 228 shares of Goldman Sachs worth $231K as of Q2 2026.
  • Legacy Financial Strategies sold 20 Goldman Sachs shares in Q2 2026, an estimated $19.5K.
  • Goldman Sachs made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #137 holding.
  • Legacy Financial Strategies first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.