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Trifecta Capital Advisors’s Goldman Sachs GS Stock Holding History

Trifecta 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 		$13.2M Sell
13,098
-131
-1% -$128K 1.71% 20
2026
Q1 		$11.2M Sell
13,229
-114
-0.9% -$102K 1.73% 18
2025
Q4 		$11.7M Buy
13,343
+210
+2% +$171K 1.74% 19
2025
Q3 		$10.5M Buy
13,133
+177
+1% +$131K 1.59% 20
2025
Q2 		$9.17M Buy
12,956
+35
+0.3% +$20.3K 1.53% 23
2025
Q1 		$7.06M Buy
12,921
+75
+0.6% +$45.1K 1.48% 19
2024
Q4 		$7.36M Buy
12,846
+126
+1% +$70.3K 1.45% 21
2024
Q3 		$6.3M Buy
12,720
+51
+0.4% +$24.9K 1.32% 21
2024
Q2 		$5.73M Buy
12,669
+85
+0.7% +$37.3K 1.27% 21
2024
Q1 		$5.26M Buy
12,584
+301
+2% +$117K 1.28% 21
2023
Q4 		$4.74M Buy
12,283
+212
+2% +$70.8K 1.31% 25
2023
Q3 		$3.91M Buy
12,071
+226
+2% +$75.5K 1.26% 24
2023
Q2 		$3.82M Buy
11,845
+270
+2% +$88.8K 1.23% 21
2023
Q1 		$3.79M Buy
11,575
+197
+2% +$68.6K 1.33% 21
2022
Q4 		$3.91M Buy
+11,378
New +$3.96M 1.56% 18

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

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

Trifecta Capital Advisors reduced its Goldman Sachs (GS) stake by 0.99% in Q2 2026, selling an estimated $128K and leaving 13,098 shares worth $13.2M. The position accounts for 1.71% of the portfolio, ranked #20.

Trifecta Capital Advisors first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Trifecta Capital Advisors held 13,098 shares of Goldman Sachs worth $13.2M as of Q2 2026.
  • Trifecta Capital Advisors sold 131 Goldman Sachs shares in Q2 2026, an estimated $128K.
  • Goldman Sachs made up 1.71% of Trifecta Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Trifecta Capital Advisors first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.