Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$151,896,648
+$124,025,508 QoQ
Shares Held
150,189
+355.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#12
of 1,117 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $182,731,239 across 19 Capital Markets names. GS ranks #1 (83.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
150,189 | $151,896,648 | |
| 2 | SCHW |
Schwab Charles Corp
|
99,476 | $9,178,650 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
84,905 | $8,514,273 | |
| 4 | MS |
Morgan Stanley
|
21,183 | $4,428,093 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
17,672 | $1,538,170 | |
| 6 | NMR |
Nomura Holdings Inc
|
139,680 | $1,226,390 | |
| 7 | SF |
Stifel Financial Corp
|
14,139 | $986,477 | |
| 8 | GOLD |
Gold.com, Inc.
|
19,187 | $798,371 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,896,648 | 150,189 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $27,871,140 | 32,945 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $71,105,826 | 80,894 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $168,969,542 | 212,180 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,305,798 | 1,845 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $913,942 | 1,673 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $929,934 | 1,624 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $821,387 | 1,659 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $692,048 | 1,530 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $615,674 | 1,474 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,062,795 | 2,755 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $949,030 | 2,933 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,102,259 | 15,819 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $5,137,261 | 15,705 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,306,250 | 15,453 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $4,798,107 | 16,373 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,905,515 | 13,149 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $4,398,252 | 13,324 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,124,639 | 13,396 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $4,978,277 | 13,169 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,776,385 | 12,585 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,082,595 | 12,485 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,180,067 | 15,851 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $468,260 | 2,330 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $467,371 | 2,365 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,444,265 | 22,280 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||