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Legend Financial Advisors’s Goldman Sachs GS Stock Holding History

Legend 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
2025
Q3 		– Sell
-20
Closed -$14.2K – 88
2025
Q2 		$14.2K Buy
+20
New +$11.6K 0.01% 101
2025
Q1 		– Sell
-20
Closed -$11.5K – 122
2024
Q4 		$11.5K Hold
20
– – 0.01% 108
2024
Q3 		$9.9K Hold
20
– – 0.01% 100
2024
Q2 		$9.05K Sell
20
-4
-17% -$1.75K 0.01% 152
2024
Q1 		$10K Buy
24
+16
+200% +$6.21K 0.01% 135
2023
Q4 		$3.09K Buy
+8
New +$2.67K ﹤0.01% 167
2023
Q3 		– Sell
-36
Closed -$11.6K – 201
2023
Q2 		$11.6K Buy
36
+12
+50% +$3.94K 0.01% 140
2023
Q1 		$7.85K Sell
24
-12
-33% -$4.18K 0.01% 169
2022
Q4 		$12.4K Buy
+36
New +$12.5K 0.01% 147

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legend Financial Advisors's GS Position: Q3 2025 in Review

Legend Financial Advisors sold out of Goldman Sachs (GS) in Q3 2025, closing a stake of 20 shares — an estimated $14.2K sold.

Legend Financial Advisors first reported a position in GS in Q4 2022 and held it in 9 quarters. The position peaked at $14.2K in Q2 2025. 2,745 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Legend Financial Advisors reported no remaining Goldman Sachs position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 20 Goldman Sachs shares in Q3 2025, an estimated $14.2K.
  • Legend Financial Advisors first reported a position in Goldman Sachs in Q4 2022 and held it in 9 quarters.
  • Legend Financial Advisors's Goldman Sachs position peaked at $14.2K in Q2 2025.
  • 2,745 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.