SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in GS — Goldman Sachs Group Inc

CIK 1079935 LOS ANGELES, CA

Position in GS

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

Position Value

$927,425

-$388,088 QoQ

Shares Held

917

-41.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,797

of 3,125 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $51,642,582 across 5 Capital Markets names. GS ranks #2 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	487,383	$48,874,766
2	GS	Goldman Sachs Group Inc This page	917	$927,425
3	MS	Morgan Stanley	3,601	$752,753
4	GLXY	Galaxy Digital Inc.	25,739	$703,703
5	SCHW	Schwab Charles Corp	4,161	$383,935

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$927,425	917	-41.0%	Shares	Sole	2026-07-14
2026-03-31	$1,315,513	1,555	+0.3%	Shares	Sole	2026-04-15
2025-12-31	$1,362,450	1,550	+4.9%	Shares	Sole	2026-02-06
2025-09-30	$1,177,005	1,478	+0.6%	Shares	Sole	2025-11-05
2025-06-30	$1,039,684	1,469	+3.0%	Shares	Sole	2025-07-29
2025-03-31	$779,009	1,426	+4.0%	Shares	Sole	2025-05-16
2024-12-31	$785,061	1,371	-1.3%	Shares	Sole	2025-02-11
2024-09-30	$687,707	1,389	-19.2%	Shares	Sole	2024-11-06
2024-06-30	$777,537	1,719	+166.1%	Shares	Sole	2024-07-26
2022-03-31	$213,244	646	-8.0%	Shares	Defined	2022-04-19
2021-12-31	$268,549	702	+24.7%	Shares	Sole	2022-01-20
2021-09-30	$212,830	563	-47.2%	Shares	Defined	2021-10-12
2021-06-30	$404,578	1,066	+72.5%	Shares	Sole	2021-07-16
2021-03-31	$202,086	618	—	Shares	Sole	2021-04-15
No filing history on record for this holder in this stock.