Cooper Financial Group
GS icon

Cooper Financial Group’s Goldman Sachs GS Stock Holding History

Cooper Financial Group’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 		$1.98M Sell
2,202
-466
-17% -$477K 0.16% 107
2026
Q2 		$2.7M Sell
2,668
-545
-17% -$531K 0.22% 83
2026
Q1 		$2.72M Buy
3,213
+118
+4% +$105K 0.27% 67
2025
Q4 		$2.72M Buy
3,095
+244
+9% +$199K 0.29% 58
2025
Q3 		$2.27M Sell
2,851
-679
-19% -$503K 0.25% 65
2025
Q2 		$2.5M Sell
3,530
-313
-8% -$181K 0.29% 59
2025
Q1 		$2.1M Buy
3,843
+321
+9% +$193K 0.28% 70
2024
Q4 		$2.02M Buy
3,522
+310
+10% +$173K 0.24% 77
2024
Q3 		$1.59M Buy
3,212
+251
+8% +$123K 0.21% 85
2024
Q2 		$1.34M Buy
2,961
+364
+14% +$160K 0.2% 94
2024
Q1 		$1.08M Buy
2,597
+208
+9% +$80.7K 0.18% 111
2023
Q4 		$922K Buy
2,389
+617
+35% +$206K 0.17% 119
2023
Q3 		$573K Sell
1,772
-71
-4% -$23.7K 0.14% 169
2023
Q2 		$595K Buy
1,843
+205
+13% +$67.4K 0.15% 161
2023
Q1 		$536K Buy
1,638
+141
+9% +$49.1K 0.14% 161
2022
Q4 		$514K Buy
1,497
+347
+30% +$121K 0.16% 144
2022
Q3 		$337K Buy
1,150
+197
+21% +$63.8K 0.12% 168
2022
Q2 		$283K Buy
953
+235
+33% +$73.2K 0.1% 191
2022
Q1 		$237K Buy
718
+23
+3% +$8.12K 0.09% 212
2021
Q4 		$266K Buy
695
+13
+2% +$5.15K 0.1% 188
2021
Q3 		$258K Buy
682
+81
+13% +$31.6K 0.05% 205
2021
Q2 		$228K Sell
601
-42
-7% -$15K 0.05% 227
2021
Q1 		$210K Sell
643
-385
-37% -$120K 0.05% 231
2020
Q4 		$271K Buy
+1,028
New +$229K 0.06% 228

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cooper Financial Group's GS Position: Q3 2026 in Review

Cooper Financial Group reduced its Goldman Sachs (GS) stake by 17% in Q3 2026, selling an estimated $477K and leaving 2,202 shares worth $1.98M. The position accounts for 0.16% of the portfolio, ranked #107.

Cooper Financial Group first reported a position in GS in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.72M in Q4 2025. 2,177 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Cooper Financial Group held 2,202 shares of Goldman Sachs worth $1.98M as of Q3 2026.
  • Cooper Financial Group sold 466 Goldman Sachs shares in Q3 2026, an estimated $477K.
  • Goldman Sachs made up 0.16% of Cooper Financial Group's portfolio in Q3 2026, its #107 holding.
  • Cooper Financial Group first reported a position in Goldman Sachs in Q4 2020 and has held it in 24 quarters since.
  • Cooper Financial Group's Goldman Sachs position peaked at $2.72M in Q4 2025.
  • 2,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.