Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$89,846,064
+$13,802,562 QoQ
Shares Held
88,836
-1.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#207
of 3,136 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO holds $160,223,345 across 20 Capital Markets names. GS ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
88,836 | $89,846,064 | |
| 2 | SCHW |
Schwab Charles Corp
|
383,423 | $35,378,439 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
40,238 | $11,334,239 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
77,994 | $10,461,334 | |
| 5 | MS |
Morgan Stanley
|
21,946 | $4,587,591 | |
| 6 | EVR |
Evercore Inc.
|
11,906 | $4,065,183 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
71,239 | $2,187,749 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,632 | $1,367,016 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,846,064 | 88,836 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $76,043,502 | 89,887 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $89,896,209 | 102,271 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $80,355,696 | 100,905 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $70,016,999 | 98,929 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $50,478,834 | 92,403 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $52,283,641 | 91,306 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $35,690,993 | 72,087 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $32,223,276 | 71,240 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $29,583,311 | 70,826 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $27,153,192 | 70,387 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $22,513,029 | 69,577 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $22,465,878 | 69,653 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $23,259,483 | 71,106 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $23,917,446 | 69,653 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $20,212,830 | 68,974 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $19,867,370 | 66,889 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $22,671,597 | 68,681 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $25,946,453 | 67,825 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $25,690,539 | 67,959 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $25,504,794 | 67,201 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $21,838,368 | 66,784 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $17,011,667 | 64,509 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $12,600,416 | 62,698 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $12,264,493 | 62,061 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $9,282,046 | 60,043 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||