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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
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

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cooper Financial Group's GS Position: Q2 2026 in Review

Cooper Financial Group reduced its Goldman Sachs (GS) stake by 17% in Q2 2026, selling an estimated $531K and leaving 2,668 shares worth $2.7M. The position accounts for 0.22% of the portfolio, ranked #83.

Cooper Financial Group first reported a position in GS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.72M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Cooper Financial Group held 2,668 shares of Goldman Sachs worth $2.7M as of Q2 2026.
  • Cooper Financial Group sold 545 Goldman Sachs shares in Q2 2026, an estimated $531K.
  • Goldman Sachs made up 0.22% of Cooper Financial Group's portfolio in Q2 2026, its #83 holding.
  • Cooper Financial Group first reported a position in Goldman Sachs in Q4 2020 and has held it in 23 quarters since.
  • Cooper Financial Group's Goldman Sachs position peaked at $2.72M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.