PFA
GS icon

Peak Financial Advisors’s Goldman Sachs GS Stock Holding History

Peak Financial Advisors’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 		$696K Sell
688
-12
-2% -$11.7K 0.29% 49
2026
Q1 		$592K Buy
700
+3
+0.4% +$2.68K 0.26% 50
2025
Q4 		$613K Sell
697
-21
-3% -$17.1K 0.28% 55
2025
Q3 		$572K Buy
718
+5
+0.7% +$3.71K 0.27% 62
2025
Q2 		$505K Buy
+713
New +$413K 0.26% 56

Other funds holding GS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Peak Financial Advisors's GS Position: Q2 2026 in Review

Peak Financial Advisors reduced its Goldman Sachs (GS) stake by 1.7% in Q2 2026, selling an estimated $11.7K and leaving 688 shares worth $696K. The position accounts for 0.29% of the portfolio, ranked #49.

Peak Financial Advisors first reported a position in GS in Q2 2025 and has held it in 5 quarters since. 655 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Peak Financial Advisors held 688 shares of Goldman Sachs worth $696K as of Q2 2026.
  • Peak Financial Advisors sold 12 Goldman Sachs shares in Q2 2026, an estimated $11.7K.
  • Goldman Sachs made up 0.29% of Peak Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Peak Financial Advisors first reported a position in Goldman Sachs in Q2 2025 and has held it in 5 quarters since.
  • 655 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.