LF
GS icon

LifeSteps Financial’s Goldman Sachs GS Stock Holding History

LifeSteps Financial’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 		$289K Sell
286
-4
-1% -$3.9K 0.13% 82
2026
Q1 		$245K Sell
290
-16
-5% -$14.3K 0.16% 81
2025
Q4 		$269K Buy
306
+10
+3% +$8.16K 0.17% 76
2025
Q3 		$236K Sell
296
-49
-14% -$36.3K 0.15% 80
2025
Q2 		$244K Buy
+345
New +$200K 0.17% 77
2024
Q2 		– Sell
-80
Closed -$33.4K – 212
2024
Q1 		$33.4K Buy
+80
New +$31K 0.03% 180
2022
Q1 		– Sell
-598
Closed -$229K – 83
2021
Q4 		$229K Buy
+598
New +$237K 0.16% 77

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

LifeSteps Financial's GS Position: Q2 2026 in Review

LifeSteps Financial reduced its Goldman Sachs (GS) stake by 1.4% in Q2 2026, selling an estimated $3.9K and leaving 286 shares worth $289K. The position accounts for 0.13% of the portfolio, ranked #82.

LifeSteps Financial first reported a position in GS in Q4 2021 and has held it in 7 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LifeSteps Financial held 286 shares of Goldman Sachs worth $289K as of Q2 2026.
  • LifeSteps Financial sold 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
  • Goldman Sachs made up 0.13% of LifeSteps Financial's portfolio in Q2 2026, its #82 holding.
  • LifeSteps Financial first reported a position in Goldman Sachs in Q4 2021 and has held it in 7 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.