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

Other funds holding GS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial's GS Position: Q3 2026 in Review

LPL Financial increased its Goldman Sachs (GS) stake by 0.06% in Q3 2026, buying an estimated $339K and bringing the position to 526,236 shares worth $474M. The position accounts for 0.1% of the portfolio, ranked #209.

LPL Financial first reported a position in GS in Q2 2013 and has held it in 54 quarters since. The position peaked at $532M in Q2 2026. 2,750 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • LPL Financial held 526,236 shares of Goldman Sachs worth $474M as of Q3 2026.
  • LPL Financial bought 331 Goldman Sachs shares in Q3 2026, an estimated $339K.
  • Goldman Sachs made up 0.1% of LPL Financial's portfolio in Q3 2026, its #209 holding.
  • LPL Financial first reported a position in Goldman Sachs in Q2 2013 and has held it in 54 quarters since.
  • LPL Financial's Goldman Sachs position peaked at $532M in Q2 2026.
  • 2,750 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.