OKABENA INVESTMENT SERVICES INC

Position in GS — Goldman Sachs Group Inc

CIK 1157519 Minneapolis, MN

Position in GS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,750,926

+$449,834 QoQ

Shares Held

2,720

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#1,184

of 3,125 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OKABENA INVESTMENT SERVICES INC holds $3,696,342 across 3 Capital Markets names. GS ranks #1 (74.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,720	$2,750,926
2	SCHW	Schwab Charles Corp	7,881	$727,179
3	MS	Morgan Stanley	1,044	$218,237

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,750,926	2,720	0.0%	Shares	Sole	2026-08-04
2026-03-31	$2,301,092	2,720	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$2,389,122	2,718	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,164,479	2,718	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$1,920,125	2,713	+2.8%	Shares	Sole	2025-08-13
2025-03-31	$1,441,113	2,638	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$1,514,007	2,644	0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,309,070	2,644	-20.0%	Shares	Sole	2024-11-12
2024-06-30	$1,495,369	3,306	+31.9%	Shares	Sole	2024-08-09
2024-03-31	$1,046,731	2,506	-0.5%	Shares	Sole	2024-05-13
2023-12-31	$971,368	2,518	+68.9%	Shares	Sole	2024-02-14
2022-12-31	$511,979	1,491	-40.4%	Shares	Sole	2023-02-08
2022-09-30	$732,625	2,500	+130.2%	Shares	Sole	2022-11-14
2022-06-30	$322,563	1,086	0.0%	Shares	Sole	2022-08-11
2022-03-31	$358,488	1,086	0.0%	Shares	Sole	2022-05-12
2021-12-31	$415,449	1,086	0.0%	Shares	Sole	2022-03-25
2021-09-30	$410,540	1,086	0.0%	Shares	Sole	2021-11-12
2021-06-30	$412,169	1,086	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.