CFCS
GS icon

CDM Financial Counseling Services’s Goldman Sachs GS Stock Holding History

CDM Financial Counseling Services’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 		$439K Hold
434
– – 0.38% 58
2026
Q1 		$367K Hold
434
– – 0.35% 61
2025
Q4 		$381K Buy
+434
New +$354K 0.36% 61

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

CDM Financial Counseling Services's GS Position: Q2 2026 in Review

CDM Financial Counseling Services held its Goldman Sachs (GS) position steady in Q2 2026 at 434 shares worth $439K. The position accounts for 0.38% of the portfolio, ranked #58.

CDM Financial Counseling Services first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,162 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CDM Financial Counseling Services held 434 shares of Goldman Sachs worth $439K as of Q2 2026.
  • CDM Financial Counseling Services left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.38% of CDM Financial Counseling Services's portfolio in Q2 2026, its #58 holding.
  • CDM Financial Counseling Services first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
  • 3,162 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.