&PARTNERS

Position in GS — Goldman Sachs Group Inc

CIK 107136 NASHVILLE, TN

Position in GS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$109,283,585

+$17,531,740 QoQ

Shares Held

108,055

-0.4% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#186

of 3,118 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

&PARTNERS holds $188,434,978 across 18 Capital Markets names. GS ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	108,055	$109,283,585
2	MS	Morgan Stanley	173,994	$36,371,705
3	SCHW	Schwab Charles Corp	181,701	$16,765,551
4	IBKR	Interactive Brokers Group, Inc.	72,598	$6,318,929
5	MC	Moelis & Co	67,660	$4,426,317
6	LPLA	LPL Financial Holdings Inc.	12,702	$3,577,899
7	HOOD	Robinhood Markets, Inc.	33,260	$3,335,312
8	HLI	Houlihan Lokey, Inc.	20,120	$2,698,695

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,283,585	108,055	-0.4%	Shares	Sole	2026-08-14
2026-03-31	$91,751,845	108,455	+2.1%	Shares	Sole	2026-05-15
2025-12-31	$93,410,451	106,269	+50.3%	Shares	Sole	2026-02-17
2025-09-30	$56,313,890	70,715	+8.2%	Shares	Sole	2025-11-14
2025-06-30	$46,272,695	65,380	+11.1%	Shares	Sole	2025-08-14
2025-03-31	$32,157,907	58,866	+49.5%	Shares	Sole	2025-05-15
2024-12-31	$22,553,783	39,387	+33.0%	Shares	Sole	2025-02-14
2024-09-30	$14,662,682	29,615	+66.9%	Shares	Sole	2024-11-14
2024-06-30	$8,025,061	17,742	+1830.6%	Shares	Sole	2024-07-24
2024-03-31	$383,857	919	+33.0%	Shares	Sole	2024-04-11
2023-12-31	$266,567	691	-55.9%	Shares	Sole	2024-01-09
2022-06-30	$465,133	1,566	+120.9%	Shares	Sole	2022-07-06
2022-03-31	$234,040	709	+24.6%	Shares	Sole	2022-04-26
2021-09-30	$215,099	569	0.0%	Shares	Sole	2021-10-07
2021-06-30	$215,952	569	—	Shares	Sole	2021-07-12
No filing history on record for this holder in this stock.