Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$557,264
+$61,514 QoQ
Shares Held
551
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,106
of 3,113 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROBERTS GLORE & CO INC /IL/ holds $2,746,812 across 6 Capital Markets names. GS ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
7,997 | $696,058 | |
| 2 | EVR |
Evercore Inc.
|
1,780 | $607,763 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
551 | $557,264 | |
| 4 | PJT |
PJT Partners Inc.
|
2,288 | $345,350 | |
| 5 | SF |
Stifel Financial Corp
|
4,697 | $327,709 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
755 | $212,668 |
All Filings in GS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,264 | 551 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $495,750 | 586 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $595,962 | 678 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $567,797 | 713 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $513,826 | 726 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $404,254 | 740 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $414,576 | 724 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $357,469 | 722 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $334,716 | 740 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $369,655 | 885 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $341,406 | 885 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $286,359 | 885 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $285,447 | 885 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $292,763 | 895 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $289,469 | 843 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $276,346 | 943 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $286,327 | 964 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $271,672 | 823 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $314,838 | 823 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $311,118 | 823 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $322,600 | 850 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $287,760 | 880 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $230,218 | 873 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||