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Stokes Capital Advisors’s Goldman Sachs GS Stock Holding History

Stokes Capital 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 		$284K Sell
281
-45
-14% -$43.9K 0.06% 102
2026
Q1 		$276K Buy
326
+2
+0.6% +$1.78K 0.06% 85
2025
Q4 		$285K Buy
+324
New +$264K 0.07% 70

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

Stokes Capital Advisors's GS Position: Q2 2026 in Review

Stokes Capital Advisors reduced its Goldman Sachs (GS) stake by 14% in Q2 2026, selling an estimated $43.9K and leaving 281 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #102.

Stokes Capital Advisors first reported a position in GS in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Stokes Capital Advisors held 281 shares of Goldman Sachs worth $284K as of Q2 2026.
  • Stokes Capital Advisors sold 45 Goldman Sachs shares in Q2 2026, an estimated $43.9K.
  • Goldman Sachs made up 0.06% of Stokes Capital Advisors's portfolio in Q2 2026, its #102 holding.
  • Stokes Capital Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • Stokes Capital Advisors's Goldman Sachs position peaked at $285K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.