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 Q2	$259K	Hold	256	–	–	0.06%	148
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CWS Financial Advisors's GS Position: Q2 2026 in Review

CWS Financial Advisors held its Goldman Sachs (GS) position steady in Q2 2026 at 256 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #148.

CWS Financial Advisors first reported a position in GS in Q4 2025 and has held it in 3 quarters since. 3,177 funds tracked by Wall St. Rank hold GS as of Q2 2026.

CWS Financial Advisors held 256 shares of Goldman Sachs worth $259K as of Q2 2026.
CWS Financial Advisors left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #148 holding.
CWS Financial Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 3 quarters since.
3,177 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.