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OneAscent Financial Services’s Goldman Sachs GS Stock Holding History

OneAscent Financial Services’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 		$436K Sell
431
-4
-0.9% -$3.9K 0.02% 411
2026
Q1 		$368K Buy
435
+206
+90% +$184K 0.02% 408
2025
Q4 		$201K Buy
+229
New +$187K 0.02% 444
2025
Q3 		– Sell
-473
Closed -$335K – 515
2025
Q2 		$335K Buy
473
+67
+17% +$38.8K 0.02% 386
2025
Q1 		$222K Buy
+406
New +$244K 0.01% 458

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

OneAscent Financial Services's GS Position: Q2 2026 in Review

OneAscent Financial Services reduced its Goldman Sachs (GS) stake by 0.92% in Q2 2026, selling an estimated $3.9K and leaving 431 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #411.

OneAscent Financial Services first reported a position in GS in Q1 2025 and has held it in 5 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • OneAscent Financial Services held 431 shares of Goldman Sachs worth $436K as of Q2 2026.
  • OneAscent Financial Services sold 4 Goldman Sachs shares in Q2 2026, an estimated $3.9K.
  • Goldman Sachs made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #411 holding.
  • OneAscent Financial Services first reported a position in Goldman Sachs in Q1 2025 and has held it in 5 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.