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Prospera Financial Services’s Goldman Sachs GS Stock Holding History

Prospera 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 		$15M Buy
14,773
+2,179
+17% +$2.12M 0.22% 98
2026
Q1 		$10.7M Buy
12,594
+1,428
+13% +$1.27M 0.17% 132
2025
Q4 		$9.82M Buy
11,166
+1,738
+18% +$1.42M 0.16% 140
2025
Q3 		$7.51M Sell
9,428
-541
-5% -$401K 0.13% 170
2025
Q2 		$7.06M Buy
9,969
+728
+8% +$422K 0.13% 171
2025
Q1 		$5.05M Buy
9,241
+2,148
+30% +$1.29M 0.12% 196
2024
Q4 		$4.06M Sell
7,093
-531
-7% -$296K 0.09% 230
2024
Q3 		$3.78M Sell
7,624
-2
-0% -$978 0.1% 230
2024
Q2 		$3.45M Buy
7,626
+59
+0.8% +$25.9K 0.1% 227
2024
Q1 		$3.16M Sell
7,567
-163
-2% -$63.3K 0.09% 241
2023
Q4 		$2.98M Sell
7,730
-357
-4% -$119K 0.1% 237
2023
Q3 		$2.62M Sell
8,087
-293
-3% -$97.9K 0.1% 222
2023
Q2 		$2.71M Buy
8,380
+64
+0.8% +$21K 0.1% 220
2023
Q1 		$2.72M Buy
8,316
+1,511
+22% +$526K 0.11% 221
2022
Q4 		$2.34M Sell
6,805
-1,076
-14% -$375K 0.12% 206
2022
Q3 		$2.31M Buy
7,881
+14
+0.2% +$4.54K 0.12% 210
2022
Q2 		$2.34M Sell
7,867
-1,554
-16% -$484K 0.12% 211
2022
Q1 		$3.11M Buy
9,421
+1,332
+16% +$470K 0.13% 189
2021
Q4 		$3.1M Buy
8,089
+711
+10% +$281K 0.13% 183
2021
Q3 		$2.79M Sell
7,378
-105
-1% -$41K 0.14% 183
2021
Q2 		$2.84M Buy
7,483
+671
+10% +$240K 0.14% 183
2021
Q1 		$2.23M Hold
6,812
– – 0.13% 193
2020
Q4 		$1.8M Buy
6,812
+5,868
+622% +$1.31M 0.12% 204
2020
Q3 		$190K Sell
944
-4,847
-84% -$986K 0.07% 244
2020
Q2 		$1.14M Buy
5,791
+692
+14% +$130K 0.1% 220
2020
Q1 		$788K Buy
5,099
+782
+18% +$166K 0.08% 225
2019
Q4 		$993K Buy
4,317
+1,212
+39% +$263K 0.08% 261
2019
Q3 		$643K Buy
3,105
+146
+5% +$30.5K 0.07% 248
2019
Q2 		$607K Buy
+2,959
New +$586K 0.07% 245
2019
Q1 		– Sell
-2,052
Closed -$348K – 370
2018
Q4 		$348K Buy
2,052
+880
+75% +$178K 0.07% 259
2018
Q3 		$265K Sell
1,172
-209
-15% -$48.6K 0.05% 340
2018
Q2 		$305K Sell
1,381
-2,515
-65% -$600K 0.04% 346
2018
Q1 		$984K Buy
3,896
+2,708
+228% +$705K 0.14% 141
2017
Q4 		$305K Sell
1,188
-582
-33% -$143K 0.05% 300
2017
Q3 		$425K Sell
1,770
-31
-2% -$6.99K 0.06% 264
2017
Q2 		$407K Buy
+1,801
New +$400K 0.07% 250
2017
Q1 		– Sell
-2,050
Closed -$494K – 400
2016
Q4 		$494K Buy
2,050
+150
+8% +$30.5K 0.1% 188
2016
Q3 		$307K Buy
1,900
+69
+4% +$11.2K 0.06% 262
2016
Q2 		$272K Buy
1,831
+462
+34% +$72.1K 0.06% 262
2016
Q1 		$215K Buy
+1,369
New +$212K 0.05% 287

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Prospera Financial Services increased its Goldman Sachs (GS) stake by 17% in Q2 2026, buying an estimated $2.12M and bringing the position to 14,773 shares worth $15M. The position accounts for 0.22% of the portfolio, ranked #98.

Prospera Financial Services first reported a position in GS in Q1 2016 and has held it in 40 quarters since. 541 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Prospera Financial Services held 14,773 shares of Goldman Sachs worth $15M as of Q2 2026.
  • Prospera Financial Services bought 2,179 Goldman Sachs shares in Q2 2026, an estimated $2.12M.
  • Goldman Sachs made up 0.22% of Prospera Financial Services's portfolio in Q2 2026, its #98 holding.
  • Prospera Financial Services first reported a position in Goldman Sachs in Q1 2016 and has held it in 40 quarters since.
  • 541 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.