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 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

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 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

RBA Wealth Management's GS Position: Q2 2026 in Review

RBA Wealth Management reduced its Goldman Sachs (GS) stake by 46% in Q2 2026, selling an estimated $3.54M and leaving 4,295 shares worth $4.34M. The position accounts for 1.59% of the portfolio, ranked #33.

RBA Wealth Management first reported a position in GS in Q1 2021 and has held it in 14 quarters since. The position peaked at $6.94M in Q4 2025. 1,122 funds tracked by Wall St. Rank hold GS as of Q2 2026.

RBA Wealth Management held 4,295 shares of Goldman Sachs worth $4.34M as of Q2 2026.
RBA Wealth Management sold 3,629 Goldman Sachs shares in Q2 2026, an estimated $3.54M.
Goldman Sachs made up 1.59% of RBA Wealth Management's portfolio in Q2 2026, its #33 holding.
RBA Wealth Management first reported a position in Goldman Sachs in Q1 2021 and has held it in 14 quarters since.
RBA Wealth Management's Goldman Sachs position peaked at $6.94M in Q4 2025.
1,122 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.