DAVIDSON INVESTMENT ADVISORS

Position in GS — Goldman Sachs Group Inc

CIK 1140771 GREAT FALLS, MT

Position in GS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$24,933,304

-$2,415,014 QoQ

Shares Held

24,653

-23.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#411

of 3,125 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DAVIDSON INVESTMENT ADVISORS holds $47,323,814 across 3 Capital Markets names. GS ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	24,653	$24,933,304
2	SCHW	Schwab Charles Corp	234,899	$21,674,130
3	MS	Morgan Stanley	3,427	$716,380

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,933,304	24,653	-23.7%	Shares	Sole	2026-07-21
2026-03-31	$27,348,318	32,327	-3.9%	Shares	Sole	2026-05-08
2025-12-31	$29,581,866	33,654	+0.6%	Shares	Sole	2026-01-27
2025-09-30	$26,630,740	33,441	-35.3%	Shares	Sole	2025-10-21
2025-06-30	$36,600,583	51,714	+0.3%	Shares	Sole	2025-07-28
2025-03-31	$28,166,166	51,559	+2.1%	Shares	Sole	2025-04-30
2024-12-31	$28,911,011	50,489	+1.6%	Shares	Sole	2025-01-31
2024-09-30	$24,606,967	49,700	-20.5%	Shares	Sole	2024-11-13
2024-06-30	$28,286,735	62,537	+1.2%	Shares	Sole	2024-07-31
2024-03-31	$25,819,507	61,815	+2.5%	Shares	Sole	2024-05-13
2023-12-31	$23,266,946	60,313	+0.9%	Shares	Sole	2024-02-09
2023-09-30	$19,341,073	59,774	+3.0%	Shares	Sole	2023-11-09
2023-06-30	$18,724,414	58,053	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$18,970,090	57,993	+11.2%	Shares	Sole	2023-08-23
2022-12-31	$17,915,508	52,174	+1.8%	Shares	Sole	2023-02-02
2022-09-30	$15,024,673	51,270	+2.0%	Shares	Sole	2022-11-07
2022-06-30	$14,928,225	50,260	+0.8%	Shares	Sole	2022-07-27
2022-03-31	$16,462,087	49,870	+1.3%	Shares	Sole	2022-05-12
2021-12-31	$18,826,050	49,212	+0.9%	Shares	Sole	2022-01-28
2021-09-30	$18,431,230	48,756	+3.5%	Shares	Sole	2021-11-03
2021-06-30	$17,887,248	47,130	-1.3%	Shares	Sole	2021-08-10
2021-03-31	$15,608,691	47,733	-16.9%	Shares	Sole	2021-05-07
2020-12-31	$15,151,458	57,455	+3.2%	Shares	Sole	2021-02-10
2020-09-30	$11,188,803	55,674	—	Shares	Sole	2020-11-02
No filing history on record for this holder in this stock.