Position in GS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$69,532,763
-$2,815,090 QoQ
Shares Held
82,191
-0.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $114,850,964 across 6 Capital Markets names. GS ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
82,191 | $69,532,763 | |
| 2 | MS |
Morgan Stanley
|
196,183 | $32,285,836 | |
| 3 | MC |
Moelis & Co
|
91,547 | $5,218,179 | |
| 4 | SF |
Stifel Financial Corp
|
47,348 | $3,499,964 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
16,429 | $2,359,532 | |
| 6 | SCHW |
Schwab Charles Corp
|
20,799 | $1,954,690 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,532,763 | 82,191 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $72,347,853 | 82,307 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $64,698,659 | 81,244 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $56,319,205 | 79,575 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $42,678,359 | 78,124 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $43,597,568 | 76,137 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $35,158,751 | 71,012 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,040,593 | 59,782 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $25,132,824 | 60,171 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $21,290,645 | 55,190 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $17,753,638 | 54,868 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $17,678,416 | 54,810 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $17,569,078 | 53,710 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,481,397 | 53,822 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $15,865,433 | 54,139 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $16,063,137 | 54,081 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $18,612,687 | 56,385 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $21,449,195 | 56,069 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $20,417,021 | 54,009 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $20,612,653 | 54,311 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $17,255,790 | 52,770 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,399,244 | 5,306 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,120,407 | 5,575 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $974,859 | 4,933 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $775,577 | 5,017 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||