Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$41,880,831
+$6,581,054 QoQ
Shares Held
41,410
-0.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#316
of 3,125 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $69,666,007 across 19 Capital Markets names. GS ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
41,410 | $41,880,831 | |
| 2 | SCHW |
Schwab Charles Corp
|
120,385 | $11,107,923 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
20,373 | $5,738,665 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
38,849 | $5,210,815 | |
| 5 | EVR |
Evercore Inc.
|
5,822 | $1,987,862 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
25,315 | $1,265,243 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
36,591 | $1,123,708 | |
| 8 | MS |
Morgan Stanley
|
3,999 | $835,950 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,880,831 | 41,410 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $35,299,777 | 41,726 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $40,946,457 | 46,583 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $37,258,030 | 46,786 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $32,481,477 | 45,894 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $24,551,911 | 44,943 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $25,182,681 | 43,978 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $17,421,435 | 35,187 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $15,800,894 | 34,933 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $14,464,604 | 34,630 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $12,991,575 | 33,677 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $10,856,420 | 33,552 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,904,109 | 33,807 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $10,932,015 | 33,420 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,346,304 | 33,043 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $9,774,096 | 33,353 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $9,616,615 | 32,377 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $9,798,688 | 29,684 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $10,458,533 | 27,339 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $10,045,768 | 26,574 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,987,711 | 26,316 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $8,648,496 | 26,448 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,288,427 | 23,846 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,796,751 | 23,868 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,618,773 | 23,372 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,162,910 | 20,460 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||