Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,655,612
-$47,365 QoQ
Shares Held
1,637
-18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,449
of 3,125 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Jun 30, 2026CallValue
$101,137
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $7,719,928 across 5 Capital Markets names. GS ranks #2 (21.4% of the industry book) .
All Filings in GS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,612 | 1,637 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $101,137 | 100 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $1,702,977 | 2,013 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $84,599 | 100 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $1,523,307 | 1,733 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $17,529 | 100 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $1,443,782 | 1,813 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $645,468 | 912 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $490,568 | 898 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $488,444 | 853 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||