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RFG Advisory’s Goldman Sachs GS Stock Holding History

RFG Advisory’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 		$2.4M Sell
2,375
-1,684
-41% -$1.64M 0.04% 330
2026
Q1 		$3.43M Buy
4,059
+80
+2% +$71.4K 0.06% 227
2025
Q4 		$3.5M Buy
3,979
+242
+6% +$197K 0.07% 221
2025
Q3 		$2.98M Buy
3,737
+71
+2% +$52.6K 0.06% 239
2025
Q2 		$2.59M Sell
3,666
-1,050
-22% -$608K 0.06% 245
2025
Q1 		$2.58M Buy
4,716
+619
+15% +$372K 0.07% 219
2024
Q4 		$2.35M Buy
4,097
+549
+15% +$306K 0.07% 226
2024
Q3 		$1.76M Buy
3,548
+429
+14% +$210K 0.05% 271
2024
Q2 		$1.41M Buy
3,119
+718
+30% +$315K 0.05% 290
2024
Q1 		$1M Buy
2,401
+208
+9% +$80.7K 0.03% 358
2023
Q4 		$846K Sell
2,193
-862
-28% -$288K 0.03% 346
2023
Q3 		$988K Sell
3,055
-115
-4% -$38.4K 0.04% 291
2023
Q2 		$1.02M Buy
3,170
+294
+10% +$96.7K 0.05% 291
2023
Q1 		$941K Buy
2,876
+92
+3% +$32K 0.05% 290
2022
Q4 		$1.03M Sell
2,784
-363
-12% -$126K 0.05% 269
2022
Q3 		$1.15M Sell
3,147
-744
-19% -$241K 0.07% 238
2022
Q2 		$1.3M Buy
3,891
+2,370
+156% +$738K 0.08% 195
2022
Q1 		$502K Buy
1,521
+362
+31% +$128K 0.03% 320
2021
Q4 		$443K Buy
1,159
+156
+16% +$61.8K 0.03% 326
2021
Q3 		$379K Sell
1,003
-15
-1% -$5.86K 0.03% 312
2021
Q2 		$386K Sell
1,018
-10
-1% -$3.58K 0.03% 309
2021
Q1 		$336K Buy
1,028
+25
+2% +$7.78K 0.04% 318
2020
Q4 		$291K Sell
1,003
-44
-4% -$9.79K 0.04% 339
2020
Q3 		$210K Buy
1,047
+5
+0.5% +$1.02K 0.03% 375
2020
Q2 		$206K Buy
+1,042
New +$196K 0.03% 362
2020
Q1 		– Sell
-1,153
Closed -$265K – 378
2019
Q4 		$265K Sell
1,153
-14
-1% -$3.04K 0.05% 313
2019
Q3 		$242K Hold
1,167
– – 0.05% 277
2019
Q2 		$236K Buy
1,167
+68
+6% +$13.5K 0.05% 269
2019
Q1 		$212K Sell
1,099
-190
-15% -$36.7K 0.05% 254
2018
Q4 		$215K Sell
1,289
-249
-16% -$50.2K 0.05% 230
2018
Q3 		$345K Buy
+1,538
New +$358K 0.09% 202
2018
Q2 		– Sell
-813
Closed -$205K – 224
2018
Q1 		$205K Buy
+813
New +$212K 0.08% 186

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

RFG Advisory's GS Position: Q2 2026 in Review

RFG Advisory reduced its Goldman Sachs (GS) stake by 41% in Q2 2026, selling an estimated $1.64M and leaving 2,375 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #330.

RFG Advisory first reported a position in GS in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.5M in Q4 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • RFG Advisory held 2,375 shares of Goldman Sachs worth $2.4M as of Q2 2026.
  • RFG Advisory sold 1,684 Goldman Sachs shares in Q2 2026, an estimated $1.64M.
  • Goldman Sachs made up 0.04% of RFG Advisory's portfolio in Q2 2026, its #330 holding.
  • RFG Advisory first reported a position in Goldman Sachs in Q1 2018 and has held it in 32 quarters since.
  • RFG Advisory's Goldman Sachs position peaked at $3.5M in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.