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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
269
Value
$272.1K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of GS by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026269$272.1K<0.1%00.0%UnchangedHolders
Q1 2026269$227.6K<0.1%+1+0.4%AddedHolders
Q4 2025268$235.6K<0.1%00.0%UnchangedHolders
Q3 2025268$213.4K<0.1%+268NewHolders