Transamerica Financial Advisors’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.13M Sell
6,060
-53
-0.9% -$51.7K 0.52% 45
2026
Q1
$5.17M Sell
6,113
-3,525
-37% -$3.14M 0.44% 58
2025
Q4
$8.47M Buy
9,638
+8
+0.1% +$6.53K 0.71% 32
2025
Q3
$7.67M Buy
9,630
+296
+3% +$219K 0.64% 32
2025
Q2
$6.61M Sell
9,334
-390
-4% -$226K 0.62% 34
2025
Q1
$5.31M Sell
9,724
-216
-2% -$130K 0.54% 42
2024
Q4
$5.69M Sell
9,940
-265
-3% -$148K 0.56% 40
2024
Q3
$5.05M Buy
10,205
+10,204
+1,020,400% +$4.99M 0.49% 55
2024
Q2
$1K Hold
1
﹤0.01% 451
2024
Q1
$1K Hold
1
﹤0.01% 496
2023
Q4
$1K Hold
1
﹤0.01% 474
2023
Q3
$1K Hold
1
﹤0.01% 502
2023
Q2
$1K Sell
1
-1
-50% -$329 ﹤0.01% 473
2023
Q1
$1K Sell
2
-9
-82% -$3.13K ﹤0.01% 460
2022
Q4
$4K Sell
11
-80
-88% -$27.9K ﹤0.01% 347
2022
Q3
$27K Buy
91
+80
+727% +$25.9K ﹤0.01% 289
2022
Q2
$4K Buy
+11
New +$3.42K ﹤0.01% 347
2021
Q2
Sell
-5
Closed -$2K 225
2021
Q1
$2K Sell
5
-1
-17% -$311 0.05% 86
2020
Q4
$2K Hold
6
0.04% 85
2020
Q3
$2K Buy
+6
New +$1.22K 0.04% 89
2020
Q2
Sell
-5
Closed -$1K 527
2020
Q1
$1K Sell
5
-1
-17% -$212 0.02% 90
2019
Q4
$2K Buy
6
+1
+20% +$217 0.03% 67
2019
Q3
$2K Buy
+5
New +$1.05K 0.03% 68
2019
Q2
Sell
-6
Closed -$1K 570
2019
Q1
$1K Buy
6
+1
+20% +$193 0.01% 81
2018
Q4
$1K Hold
5
﹤0.01% 419
2018
Q3
$1K Buy
5
+1
+25% +$233 ﹤0.01% 423
2018
Q2
$1K Hold
4
﹤0.01% 387
2018
Q1
$1K Hold
4
﹤0.01% 370
2017
Q4
$1K Hold
4
﹤0.01% 355
2017
Q3
$1K Hold
4
﹤0.01% 352
2017
Q2
$1K Hold
4
﹤0.01% 324
2017
Q1
$1K Sell
4
-1
-20% -$241 ﹤0.01% 319
2016
Q4
$2K Hold
5
﹤0.01% 295
2016
Q3
$1K Hold
5
﹤0.01% 362
2016
Q2
$1K Hold
5
﹤0.01% 332
2016
Q1
$1K Hold
5
﹤0.01% 695
2015
Q4
$1K Buy
+5
New +$929 ﹤0.01% 751
2013
Q4
Sell
-162
Closed -$26K 619
2013
Q3
$26K Hold
162
﹤0.01% 370
2013
Q2
$25K Buy
+162
New +$24.7K ﹤0.01% 351

Other funds holding GS

Transamerica Financial Advisors's GS Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Goldman Sachs (GS) stake by 0.87% in Q2 2026, selling an estimated $51.7K and leaving 6,060 shares worth $6.13M. The position accounts for 0.52% of the portfolio, ranked #45.

Transamerica Financial Advisors first reported a position in GS in Q2 2013 and has held it in 39 quarters since. The position peaked at $8.47M in Q4 2025. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Transamerica Financial Advisors held 6,060 shares of Goldman Sachs worth $6.13M as of Q2 2026.
  • Transamerica Financial Advisors sold 53 Goldman Sachs shares in Q2 2026, an estimated $51.7K.
  • Goldman Sachs made up 0.52% of Transamerica Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Transamerica Financial Advisors first reported a position in Goldman Sachs in Q2 2013 and has held it in 39 quarters since.
  • Transamerica Financial Advisors's Goldman Sachs position peaked at $8.47M in Q4 2025.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.