CapWealth Advisors’s Goldman Sachs GS Stock Holding History

CapWealth 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	$242K	Hold	269	–	–	0.02%	105
2026 Q2	$272K	Hold	269	–	–	0.02%	100
2026 Q1	$228K	Buy	269 +1	+0.4%	+$892	0.02%	107
2025 Q4	$236K	Hold	268	–	–	0.02%	111
2025 Q3	$213K	Buy	+268	New	+$199K	0.01%	113
2016 Q2	–	Sell	-175	Closed	-$27K	–	294
2016 Q1	$27K	Buy	+175	New	+$27.1K	0.01%	175
2014 Q3	–	Sell	-104	Closed	-$17K	–	371
2014 Q2	$17K	Buy	+104	New	+$16.8K	﹤0.01%	201

Other funds holding GS

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CapWealth Advisors's GS Position: Q3 2026 in Review

CapWealth Advisors held its Goldman Sachs (GS) position steady in Q3 2026 at 269 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #105.

CapWealth Advisors first reported a position in GS in Q2 2014 and has held it in 7 quarters since. The position peaked at $272K in Q2 2026. 936 funds tracked by Wall St. Rank hold GS as of Q3 2026.

CapWealth Advisors held 269 shares of Goldman Sachs worth $242K as of Q3 2026.
CapWealth Advisors left its Goldman Sachs share count unchanged in Q3 2026.
Goldman Sachs made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #105 holding.
CapWealth Advisors first reported a position in Goldman Sachs in Q2 2014 and has held it in 7 quarters since.
CapWealth Advisors's Goldman Sachs position peaked at $272K in Q2 2026.
936 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.