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CFS Investment Advisory Services’s Goldman Sachs GS Stock Holding History

CFS Investment Advisory 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 		$1.66M Buy
1,623
+64
+4% +$62.4K 0.11% 148
2026
Q1 		$1.44M Sell
1,559
-5
-0.3% -$4.46K 0.1% 159
2025
Q4 		$1.37M Buy
1,564
+62
+4% +$50.6K 0.1% 150
2025
Q3 		$1.18M Buy
1,502
+214
+17% +$159K 0.09% 168
2025
Q2 		$912K Buy
1,288
+25
+2% +$14.5K 0.07% 183
2025
Q1 		$690K Buy
1,263
+52
+4% +$31.3K 0.06% 191
2024
Q4 		$693K Buy
1,211
+8
+0.7% +$4.46K 0.06% 184
2024
Q3 		$596K Buy
1,203
+6
+0.5% +$2.94K 0.05% 197
2024
Q2 		$541K Sell
1,197
-11
-0.9% -$4.83K 0.04% 180
2024
Q1 		$505K Buy
1,208
+15
+1% +$5.82K 0.08% 109
2023
Q4 		$460K Buy
1,193
+80
+7% +$26.7K 0.08% 109
2023
Q3 		$360K Buy
1,113
+176
+19% +$58.8K 0.06% 140
2023
Q2 		$302K Sell
937
-27
-3% -$8.88K 0.04% 207
2023
Q1 		$315K Buy
964
+8
+0.8% +$2.79K 0.06% 120
2022
Q4 		$328K Buy
+956
New +$333K 0.07% 99

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

CFS Investment Advisory Services's GS Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Goldman Sachs (GS) stake by 4.1% in Q2 2026, buying an estimated $62.4K and bringing the position to 1,623 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #148.

CFS Investment Advisory Services first reported a position in GS in Q4 2022 and has held it in 15 quarters since. 3,157 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CFS Investment Advisory Services held 1,623 shares of Goldman Sachs worth $1.66M as of Q2 2026.
  • CFS Investment Advisory Services bought 64 Goldman Sachs shares in Q2 2026, an estimated $62.4K.
  • Goldman Sachs made up 0.11% of CFS Investment Advisory Services's portfolio in Q2 2026, its #148 holding.
  • CFS Investment Advisory Services first reported a position in Goldman Sachs in Q4 2022 and has held it in 15 quarters since.
  • 3,157 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.