Cypress Wealth Services
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Cypress Wealth Services’s Goldman Sachs GS Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-1,177
Closed -$237K – 368
2020
Q3 		$237K Buy
+1,177
New +$239K 0.06% 223

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cypress Wealth Services's GS Position: Q3 2026 in Review

Cypress Wealth Services reduced its Goldman Sachs (GS) stake by 0.14% in Q3 2026, selling an estimated $3.07K and leaving 2,146 shares worth $1.93M. The position accounts for 0.23% of the portfolio, ranked #79.

Cypress Wealth Services first reported a position in GS in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.17M in Q2 2026. 2,130 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Cypress Wealth Services held 2,146 shares of Goldman Sachs worth $1.93M as of Q3 2026.
  • Cypress Wealth Services sold 3 Goldman Sachs shares in Q3 2026, an estimated $3.07K.
  • Goldman Sachs made up 0.23% of Cypress Wealth Services's portfolio in Q3 2026, its #79 holding.
  • Cypress Wealth Services first reported a position in Goldman Sachs in Q4 2017 and has held it in 30 quarters since.
  • Cypress Wealth Services's Goldman Sachs position peaked at $2.17M in Q2 2026.
  • 2,130 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.