LPL Financial
GS icon

LPL Financial’s Goldman Sachs GS Stock Holding History

LPL 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
2025
Q1 		– Sell
-700
Closed -$401K – 5427
2024
Q4 		$401K Buy
700
+100
+17% +$55.8K ﹤0.01% 4284
2024
Q3 		$297K Buy
600
+100
+20% +$48.9K ﹤0.01% 4439
2024
Q2 		$226K Buy
+500
New +$219K ﹤0.01% 4469

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

LPL Financial's GS Position: Q2 2026 in Review

LPL Financial increased its Goldman Sachs (GS) stake by 6.9% in Q2 2026, buying an estimated $32.9M and bringing the position to 525,905 shares worth $532M. The position accounts for 0.12% of the portfolio, ranked #175.

LPL Financial first reported a position in GS in Q2 2013 and has held it in 53 quarters since. 3,173 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • LPL Financial held 525,905 shares of Goldman Sachs worth $532M as of Q2 2026.
  • LPL Financial bought 33,728 Goldman Sachs shares in Q2 2026, an estimated $32.9M.
  • Goldman Sachs made up 0.12% of LPL Financial's portfolio in Q2 2026, its #175 holding.
  • LPL Financial first reported a position in Goldman Sachs in Q2 2013 and has held it in 53 quarters since.
  • 3,173 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.