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CWS Financial Advisors’s Goldman Sachs GS Stock Holding History

CWS Financial Advisors’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
Q1 		$217K Buy
256
+6
+2% +$5.35K 0.06% 145
2025
Q4 		$220K Buy
+250
New +$204K 0.06% 142

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CWS Financial Advisors's GS Position: Q1 2026 in Review

CWS Financial Advisors increased its Goldman Sachs (GS) stake by 2.4% in Q1 2026, buying an estimated $5.35K and bringing the position to 256 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #145.

CWS Financial Advisors first reported a position in GS in Q4 2025 and has held it in 2 quarters since. The position peaked at $220K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • CWS Financial Advisors held 256 shares of Goldman Sachs worth $217K as of Q1 2026.
  • CWS Financial Advisors bought 6 Goldman Sachs shares in Q1 2026, an estimated $5.35K.
  • Goldman Sachs made up 0.06% of CWS Financial Advisors's portfolio in Q1 2026, its #145 holding.
  • CWS Financial Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 2 quarters since.
  • CWS Financial Advisors's Goldman Sachs position peaked at $220K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.