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 Q2	–	Sell	-600	Closed	-$328K	–	5613
2025 Q1	$328K	Buy	+600	New	+$361K	﹤0.01%	4514

Other funds holding GS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.