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Sowell Financial Services’s Goldman Sachs GS Stock Holding History

Sowell 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 		$6.28M Sell
6,214
-114
-2% -$111K 0.21% 110
2026
Q1 		$5.35M Buy
6,328
+290
+5% +$259K 0.2% 106
2025
Q4 		$5.31M Buy
6,038
+195
+3% +$159K 0.2% 111
2025
Q3 		$4.65M Sell
5,843
-382
-6% -$283K 0.18% 115
2025
Q2 		$4.41M Buy
6,225
+604
+11% +$350K 0.18% 118
2025
Q1 		$3.07M Buy
+5,621
New +$3.38M 0.14% 155
2023
Q2 		– Sell
-3,867
Closed -$1.26M – 659
2023
Q1 		$1.26M Buy
+3,867
New +$1.35M 0.1% 253
2022
Q1 		– Sell
-14,679
Closed -$5.62M – 290
2021
Q4 		$5.62M Buy
14,679
+1,272
+9% +$504K 0.32% 66
2021
Q3 		$5.07M Buy
13,407
+1,802
+16% +$704K 0.34% 67
2021
Q2 		$4.4M Buy
11,605
+938
+9% +$336K 0.29% 93
2021
Q1 		$3.9M Buy
10,667
+979
+10% +$305K 0.14% 146
2020
Q4 		$2.56M Buy
9,688
+8,536
+741% +$1.9M 0.11% 168
2020
Q3 		$232K Sell
1,152
-1,305
-53% -$266K 0.01% 681
2020
Q2 		$486K Sell
2,457
-98
-4% -$18.4K 0.03% 464
2020
Q1 		$395K Buy
2,555
+422
+20% +$89.6K 0.03% 459
2019
Q4 		$490K Sell
2,133
-1,003
-32% -$218K 0.04% 453
2019
Q3 		$650K Buy
+3,136
New +$656K 0.05% 339
2018
Q4 		– Sell
-1,855
Closed -$416K – 488
2018
Q3 		$416K Buy
1,855
+294
+19% +$68.4K 0.06% 226
2018
Q2 		$354K Buy
+1,561
New +$372K 0.08% 209
2017
Q1 		– Sell
-120
Closed -$30K – 382
2016
Q4 		$30K Buy
+120
New +$24.4K 0.01% 388

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sowell Financial Services reduced its Goldman Sachs (GS) stake by 1.8% in Q2 2026, selling an estimated $111K and leaving 6,214 shares worth $6.28M. The position accounts for 0.21% of the portfolio, ranked #110.

Sowell Financial Services first reported a position in GS in Q4 2016 and has held it in 20 quarters since. 3,162 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Sowell Financial Services held 6,214 shares of Goldman Sachs worth $6.28M as of Q2 2026.
  • Sowell Financial Services sold 114 Goldman Sachs shares in Q2 2026, an estimated $111K.
  • Goldman Sachs made up 0.21% of Sowell Financial Services's portfolio in Q2 2026, its #110 holding.
  • Sowell Financial Services first reported a position in Goldman Sachs in Q4 2016 and has held it in 20 quarters since.
  • 3,162 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.