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CVFG LLC’s Goldman Sachs GS Stock Holding History

CVFG LLC’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 		– Sell
-690
Closed -$584K – 260
2026
Q1 		$584K Buy
690
+15
+2% +$13.4K 0.07% 172
2025
Q4 		$593K Sell
675
-100
-13% -$81.6K 0.41% 50
2025
Q3 		$617K Sell
775
-500
-39% -$371K 0.45% 47
2025
Q2 		$902K Buy
1,275
+880
+223% +$510K 0.72% 34
2025
Q1 		$216K Sell
395
-440
-53% -$265K 0.2% 86
2024
Q4 		$478K Buy
+835
New +$466K 0.44% 53

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

CVFG LLC's GS Position: Q2 2026 in Review

CVFG LLC sold out of Goldman Sachs (GS) in Q2 2026, closing a stake of 690 shares — an estimated $584K sold.

CVFG LLC first reported a position in GS in Q4 2024 and held it in 6 quarters. The position peaked at $902K in Q2 2025. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • CVFG LLC reported no remaining Goldman Sachs position as of Q2 2026 after selling out during the quarter.
  • CVFG LLC sold 690 Goldman Sachs shares in Q2 2026, an estimated $584K.
  • CVFG LLC first reported a position in Goldman Sachs in Q4 2024 and held it in 6 quarters.
  • CVFG LLC's Goldman Sachs position peaked at $902K in Q2 2025.
  • 3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.