Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$20,449,899
+$5,758,439 QoQ
Shares Held
20,220
+16.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#461
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $132,719,638 across 16 Capital Markets names. GS ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
300,334 | $62,781,816 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
20,220 | $20,449,899 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
106,674 | $10,697,268 | |
| 4 | SCHW |
Schwab Charles Corp
|
106,500 | $9,826,750 | |
| 5 | SF |
Stifel Financial Corp
|
105,174 | $7,337,988 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
71,640 | $6,235,545 | |
| 7 | MC |
Moelis & Co
|
53,041 | $3,469,941 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
19,791 | $2,654,565 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,449,899 | 20,220 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $14,691,460 | 17,366 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $18,202,332 | 20,708 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $13,182,776 | 16,554 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $11,908,600 | 16,826 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $10,384,424 | 19,009 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $12,232,307 | 21,362 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $11,738,561 | 23,709 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $4,663,871 | 10,311 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $3,869,896 | 9,265 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,260,527 | 8,452 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,832,531 | 8,754 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,498,267 | 10,846 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $3,369,885 | 10,302 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,333,609 | 6,796 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $2,054,571 | 7,011 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,058,050 | 6,929 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,030,113 | 6,150 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,706,157 | 7,074 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,623,526 | 6,940 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,639,249 | 6,954 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,467,215 | 7,545 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,976,504 | 7,495 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,845,103 | 9,181 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,928,966 | 9,761 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,439,076 | 9,309 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||