CFS Investment Advisory Services, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1845688 TOTOWA, NJ

Position in GS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,641,453

+$322,555 QoQ

Shares Held

1,623

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,454

of 3,123 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $3,273,010 across 2 Capital Markets names. GS ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc This page	1,623	$1,641,453
2	MS	Morgan Stanley	7,805	$1,631,557

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,641,453	1,623	+4.1%	Shares	Sole	2026-07-16
2026-03-31	$1,318,898	1,559	-0.3%	Shares	Sole	2026-04-29
2025-12-31	$1,374,756	1,564	+4.1%	Shares	Sole	2026-02-10
2025-09-30	$1,196,117	1,502	+16.6%	Shares	Sole	2025-10-31
2025-06-30	$911,582	1,288	+2.0%	Shares	Sole	2025-08-11
2025-03-31	$689,964	1,263	+4.3%	Shares	Sole	2025-05-12
2024-12-31	$693,442	1,211	+0.7%	Shares	Sole	2025-01-21
2024-09-30	$595,617	1,203	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$541,427	1,197	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$504,569	1,208	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$460,223	1,193	+7.2%	Shares	Sole	2024-02-13
2023-09-30	$360,133	1,113	+18.8%	Shares	Sole	2023-11-14
2023-06-30	$302,219	937	-2.8%	Shares	Sole	2023-07-21
2023-03-31	$315,334	964	+0.8%	Shares	Sole	2023-05-05
2022-12-31	$328,271	956	-99.4%	Shares	Sole	2023-02-13
2022-09-30	$1,000	150,780	+10.6%	Shares	Sole	2022-10-31
2022-03-31	$45,002,863	136,331	—	Shares	Sole	2022-05-27
No filing history on record for this holder in this stock.