OXFORD FINANCIAL GROUP, LTD. LLC
Position in GS — Goldman Sachs Group Inc
CIK 1245862
INDIANAPOLIS, IN
Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$476,355
-$40,544 QoQ
Shares Held
471
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,222
of 3,125 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $2,106,544 across 3 Capital Markets names. GS ranks #3 (22.6% of the industry book) .
All Filings in GS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,355 | 471 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $516,899 | 611 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $559,923 | 637 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $610,800 | 767 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $322,026 | 455 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $344,162 | 630 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $369,339 | 645 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $330,193 | 730 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $254,373 | 609 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $225,289 | 584 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $201,264 | 624 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $212,948 | 651 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||