Position in GS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,322,350
+$1,061,865 QoQ
Shares Held
3,285
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,095
of 3,113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $12,302,473 across 9 Capital Markets names. GS ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
25,367 | $5,302,717 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
3,285 | $3,322,350 | |
| 3 | PJT |
PJT Partners Inc.
|
13,203 | $1,992,860 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,358 | $1,509,352 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,356 | $118,026 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
351 | $47,079 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
19 | $5,351 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
32 | $3,208 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,322,350 | 3,285 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,260,485 | 2,672 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,720,203 | 1,957 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,558,456 | 1,957 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,385,066 | 1,957 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,057,617 | 1,936 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,079,961 | 1,886 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $933,777 | 1,886 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $853,075 | 1,886 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $774,814 | 1,855 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $715,603 | 1,855 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $600,222 | 1,855 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $598,311 | 1,855 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $606,789 | 1,855 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $636,969 | 1,855 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $546,538 | 1,865 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $550,972 | 1,855 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $614,646 | 1,862 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $712,308 | 1,862 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $703,891 | 1,862 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $706,684 | 1,862 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $608,874 | 1,862 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $491,028 | 1,862 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $474,691 | 2,362 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $555,707 | 2,812 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $280,117 | 1,812 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||