CWS Financial Advisors
GS icon

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
Q3 		$230K Hold
256
– – 0.05% 160
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

CWS Financial Advisors's GS Position: Q3 2026 in Review

CWS Financial Advisors held its Goldman Sachs (GS) position steady in Q3 2026 at 256 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #160.

CWS Financial Advisors first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $259K in Q2 2026. 1,638 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • CWS Financial Advisors held 256 shares of Goldman Sachs worth $230K as of Q3 2026.
  • CWS Financial Advisors left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.05% of CWS Financial Advisors's portfolio in Q3 2026, its #160 holding.
  • CWS Financial Advisors first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • CWS Financial Advisors's Goldman Sachs position peaked at $259K in Q2 2026.
  • 1,638 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.