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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CapWealth Advisors's GS Position: Q2 2026 in Review

CapWealth Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 269 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #100.

CapWealth Advisors first reported a position in GS in Q2 2014 and has held it in 6 quarters since. 3,169 funds tracked by Wall St. Rank hold GS as of Q2 2026.

CapWealth Advisors held 269 shares of Goldman Sachs worth $272K as of Q2 2026.
CapWealth Advisors left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.02% of CapWealth Advisors's portfolio in Q2 2026, its #100 holding.
CapWealth Advisors first reported a position in Goldman Sachs in Q2 2014 and has held it in 6 quarters since.
3,169 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.