Position in GS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,633,337
-$514,605 QoQ
Shares Held
35,028
+2.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.588100947813178.ToString("F0")%
Shared 0.ToString("F0")%
None 99.41189905218683.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Mar 31, 2026CallValue
$169,198
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026MAI Capital Management holds $78,160,357 across 49 Capital Markets names. GS ranks #1 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
35,028 | $29,633,337 | |
| 2 | MS |
Morgan Stanley
|
160,603 | $26,430,435 | |
| 3 | SCHW |
Schwab Charles Corp
|
148,811 | $13,985,257 | |
| 4 | PJT |
PJT Partners Inc.
|
15,862 | $2,216,238 | |
| 5 | EVR |
Evercore Inc.
|
6,576 | $1,963,001 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,585 | $1,078,475 | |
| 7 | SF |
Stifel Financial Corp
|
5,747 | $424,818 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $397,019 |
All Filings in GS
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,633,337 | 35,028 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $169,198 | 200 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $439,500 | 500 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $30,147,942 | 34,298 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $477,810 | 600 | Call | Sole | 2025-11-10 | |
| 2025-09-30 | $24,767,281 | 31,101 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $424,650 | 600 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $21,986,253 | 31,065 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $327,774 | 600 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $16,750,343 | 30,662 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $286,310 | 500 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $14,973,440 | 26,149 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,044,669 | 18,268 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $8,878,589 | 19,629 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,225,151 | 19,692 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,893,022 | 15,276 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,925,382 | 15,222 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,373,964 | 13,561 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,216,775 | 12,891 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,309,419 | 12,550 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $309,042 | 900 | Call | Sole | 2023-02-09 | |
| 2022-09-30 | $263,745 | 900 | Call | Sole | 2022-11-15 | |
| 2022-09-30 | $3,284,797 | 11,209 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,883,767 | 9,709 | Shares | Sole | 2022-07-19 | |
| 2022-06-30 | $267,318 | 900 | Call | Sole | 2022-07-19 | |
| 2022-03-31 | $3,100,299 | 9,392 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $38,255 | 100 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $38,255 | 100 | Put | Sole | 2022-02-11 | |
| 2021-12-31 | $3,418,466 | 8,936 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,116,479 | 8,244 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,117,397 | 5,579 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,711,518 | 5,234 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,217,549 | 4,617 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $903,360 | 4,495 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $478,635 | 2,422 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $470,262 | 3,042 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||