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Patriot Financial Group Insurance Agency’s Goldman Sachs Access US Aggregate Bond ETF GCOR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GCOR Stock Details GCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$467K Sell
11,352
-23,990
-68% -$987K 0.05% 316
2026
Q1 		$1.46M Buy
35,342
+17,671
+100% +$735K 0.08% 255
2025
Q4 		$734K Buy
17,671
+337
+2% +$14.1K 0.09% 245
2025
Q3 		$724K Buy
17,334
+534
+3% +$22.1K 0.09% 232
2025
Q2 		$695K Buy
16,800
+5,611
+50% +$229K 0.08% 264
2025
Q1 		$461K Buy
11,189
+578
+5% +$23.6K 0.06% 308
2024
Q4 		$428K Buy
+10,611
New +$436K 0.06% 309
2024
Q1 		– Sell
-10,090
Closed -$422K – 494
2023
Q4 		$422K Sell
10,090
-29,446
-74% -$1.18M 0.08% 269
2023
Q3 		$1.57M Sell
39,536
-16,282
-29% -$663K 0.32% 68
2023
Q2 		$2.32M Sell
55,818
-1,748
-3% -$73.1K 0.44% 46
2023
Q1 		$2.43M Buy
57,566
+8,730
+18% +$366K 0.49% 42
2022
Q4 		$2.01M Sell
48,836
-1,380
-3% -$56.6K 0.27% 39
2022
Q3 		$2.05M Sell
50,216
-6,952
-12% -$299K 0.5% 39
2022
Q2 		$2.47M Sell
57,168
-5,293
-8% -$231K 0.5% 37
2022
Q1 		$2.84M Buy
62,461
+13,203
+27% +$619K 0.51% 34
2021
Q4 		$2.4M Sell
49,258
-495
-1% -$24.1K 0.4% 42
2021
Q3 		$2.43M Buy
49,753
+2,341
+5% +$115K 0.43% 39
2021
Q2 		$2.32M Buy
47,412
+23,104
+95% +$1.12M 0.42% 39
2021
Q1 		$1.17M Buy
+24,308
New +$1.19M 0.27% 85

Other funds holding GCOR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GCOR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Goldman Sachs Access US Aggregate Bond ETF (GCOR) stake by 68% in Q2 2026, selling an estimated $987K and leaving 11,352 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #316.

Patriot Financial Group Insurance Agency first reported a position in GCOR in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.84M in Q1 2022. 27 funds tracked by Wall St. Rank hold GCOR as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 11,352 shares of Goldman Sachs Access US Aggregate Bond ETF worth $467K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 23,990 Goldman Sachs Access US Aggregate Bond ETF shares in Q2 2026, an estimated $987K.
  • Goldman Sachs Access US Aggregate Bond ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #316 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Goldman Sachs Access US Aggregate Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • Patriot Financial Group Insurance Agency's Goldman Sachs Access US Aggregate Bond ETF position peaked at $2.84M in Q1 2022.
  • 27 funds tracked by Wall St. Rank held Goldman Sachs Access US Aggregate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.