Stokes Capital Advisors
GS icon

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
Q3 		$257K Buy
285
+4
+1% +$4.09K 0.06% 108
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

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

Stokes Capital Advisors's GS Position: Q3 2026 in Review

Stokes Capital Advisors increased its Goldman Sachs (GS) stake by 1.4% in Q3 2026, buying an estimated $4.09K and bringing the position to 285 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #108.

Stokes Capital Advisors first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Stokes Capital Advisors held 285 shares of Goldman Sachs worth $257K as of Q3 2026.
  • Stokes Capital Advisors bought 4 Goldman Sachs shares in Q3 2026, an estimated $4.09K.
  • Goldman Sachs made up 0.06% of Stokes Capital Advisors's portfolio in Q3 2026, its #108 holding.
  • Stokes Capital Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • Stokes Capital Advisors's Goldman Sachs position peaked at $285K in Q4 2025.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Stokes Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.