RBA Wealth Management
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RBA Wealth Management’s Goldman Sachs GS Stock Holding History

RBA Wealth Management’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
Q3 		$4.07M Buy
4,523
+228
+5% +$233K 1.29% 40
2026
Q2 		$4.34M Sell
4,295
-3,629
-46% -$3.54M 1.59% 33
2026
Q1 		$6.7M Buy
7,924
+25
+0.3% +$22.3K 2.41% 10
2025
Q4 		$6.94M Buy
7,899
+23
+0.3% +$18.8K 2.35% 11
2025
Q3 		$6.27M Sell
7,876
-93
-1% -$68.9K 2.16% 15
2025
Q2 		$5.64M Buy
+7,969
New +$4.62M 2.1% 17
2023
Q4 		– Sell
-11,401
Closed -$3.69M – 91
2023
Q3 		$3.69M Buy
11,401
+247
+2% +$82.5K 1.78% 28
2023
Q2 		$3.6M Buy
11,154
+107
+1% +$35.2K 1.68% 32
2023
Q1 		$3.61M Buy
11,047
+1,296
+13% +$451K 1.8% 29
2022
Q4 		$3.35M Buy
9,751
+140
+1% +$48.7K 1.76% 29
2022
Q3 		$2.82M Buy
9,611
+409
+4% +$133K 1.62% 33
2022
Q2 		$2.73M Buy
9,202
+850
+10% +$265K 1.51% 34
2022
Q1 		$2.76M Buy
8,352
+644
+8% +$227K 1.33% 37
2021
Q4 		$2.95M Buy
+7,708
New +$3.05M 1.39% 37
2021
Q2 		– Sell
-51
Closed -$16.6K – 142
2021
Q1 		$16.6K Buy
+51
New +$15.9K 0.01% 126

Other funds holding GS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

RBA Wealth Management's GS Position: Q3 2026 in Review

RBA Wealth Management increased its Goldman Sachs (GS) stake by 5.3% in Q3 2026, buying an estimated $233K and bringing the position to 4,523 shares worth $4.07M. The position accounts for 1.29% of the portfolio, ranked #40.

RBA Wealth Management first reported a position in GS in Q1 2021 and has held it in 15 quarters since. The position peaked at $6.94M in Q4 2025. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • RBA Wealth Management held 4,523 shares of Goldman Sachs worth $4.07M as of Q3 2026.
  • RBA Wealth Management bought 228 Goldman Sachs shares in Q3 2026, an estimated $233K.
  • Goldman Sachs made up 1.29% of RBA Wealth Management's portfolio in Q3 2026, its #40 holding.
  • RBA Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 15 quarters since.
  • RBA Wealth Management's Goldman Sachs position peaked at $6.94M in Q4 2025.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.