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Quantum Financial Advisors’s Goldman Sachs GS Stock Holding History

Quantum 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 		$533K Buy
527
+1
+0.2% +$975 0.05% 118
2026
Q1 		$445K Sell
526
-1
-0.2% -$892 0.05% 115
2025
Q4 		$463K Buy
527
+1
+0.2% +$816 0.05% 122
2025
Q3 		$419K Hold
526
– – 0.05% 107
2025
Q2 		$372K Hold
526
– – 0.05% 113
2025
Q1 		$287K Hold
526
– – 0.04% 127
2024
Q4 		$301K Hold
526
– – 0.05% 126
2024
Q3 		$260K Hold
526
– – 0.04% 139
2024
Q2 		$238K Hold
526
– – 0.04% 141
2024
Q1 		$220K Buy
+526
New +$204K 0.04% 158

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Quantum Financial Advisors increased its Goldman Sachs (GS) stake by 0.19% in Q2 2026, buying an estimated $975 and bringing the position to 527 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #118.

Quantum Financial Advisors first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Quantum Financial Advisors held 527 shares of Goldman Sachs worth $533K as of Q2 2026.
  • Quantum Financial Advisors bought 1 Goldman Sachs share in Q2 2026, an estimated $975.
  • Goldman Sachs made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #118 holding.
  • Quantum Financial Advisors first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.