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CPA Asset Management’s Goldman Sachs GS Stock Holding History

CPA Asset Management’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 		$357K Hold
397
– – 0.1% 67
2026
Q2 		$402K Buy
397
+70
+21% +$68.2K 0.12% 71
2026
Q1 		$277K Hold
327
– – 0.09% 86
2025
Q4 		$287K Buy
+327
New +$267K 0.1% 84

Other funds holding GS

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
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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

CPA Asset Management's GS Position: Q3 2026 in Review

CPA Asset Management held its Goldman Sachs (GS) position steady in Q3 2026 at 397 shares worth $357K. The position accounts for 0.1% of the portfolio, ranked #67.

CPA Asset Management first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $402K in Q2 2026. 1,848 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • CPA Asset Management held 397 shares of Goldman Sachs worth $357K as of Q3 2026.
  • CPA Asset Management left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.1% of CPA Asset Management's portfolio in Q3 2026, its #67 holding.
  • CPA Asset Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • CPA Asset Management's Goldman Sachs position peaked at $402K in Q2 2026.
  • 1,848 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on CPA Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.