Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,502,587
+$1,104,405 QoQ
Shares Held
8,407
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#721
of 3,125 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $30,289,846 across 12 Capital Markets names. GS ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
55,625 | $11,627,850 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
8,407 | $8,502,587 | |
| 3 | SCHW |
Schwab Charles Corp
|
28,285 | $2,609,856 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,217 | $1,927,080 | |
| 5 | SF |
Stifel Financial Corp
|
19,058 | $1,329,676 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
14,180 | $1,234,227 | |
| 7 | EVR |
Evercore Inc.
|
3,185 | $1,087,486 | |
| 8 | NMR |
Nomura Holdings Inc
|
63,043 | $553,516 |
All Filings in GS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,502,587 | 8,407 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,398,182 | 8,745 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,237,686 | 8,234 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,932,226 | 8,705 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $5,490,724 | 7,758 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,359,683 | 6,150 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,503,289 | 6,118 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,904,315 | 5,866 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,052,628 | 4,538 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,764,740 | 4,225 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,517,233 | 3,933 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,270,012 | 3,925 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,272,742 | 3,946 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,412,788 | 4,319 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,542,119 | 4,491 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $1,118,280 | 3,765 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,014,067 | 3,072 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,293,784 | 3,382 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $518,817 | 1,367 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $391,746 | 1,198 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $261,336 | 991 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||