Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,271,070
+$4,736,515 QoQ
Shares Held
28,942
-0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#377
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Advisors Asset Management, Inc. holds $59,147,169 across 16 Capital Markets names. GS ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
28,942 | $29,271,070 | |
| 2 | MS |
Morgan Stanley
|
85,487 | $17,870,202 | |
| 3 | EVR |
Evercore Inc.
|
10,339 | $3,530,148 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,126 | $2,920,755 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
23,691 | $2,062,064 | |
| 6 | SCHW |
Schwab Charles Corp
|
17,467 | $1,611,680 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,775 | $499,982 | |
| 8 | GOLD |
Gold.com, Inc.
|
7,167 | $298,218 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,271,070 | 28,942 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,534,555 | 29,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,649,220 | 29,180 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $23,411,893 | 29,399 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,468,028 | 26,094 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,027,088 | 25,677 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,617,755 | 36,006 | Shares | Sole | 2026-08-21 | |
| 2024-09-30 | $19,509,314 | 39,404 | Shares | Sole | 2026-08-21 | |
| 2024-06-30 | $17,498,451 | 38,686 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $15,921,925 | 38,119 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,059,001 | 36,444 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,861,948 | 21,207 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,970,663 | 15,411 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,149,415 | 9,628 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,019,949 | 11,707 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,479,155 | 18,697 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,432,464 | 31,757 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $13,756,257 | 41,673 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $16,114,918 | 42,125 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $12,718,819 | 33,645 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,830,965 | 25,903 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,216,011 | 12,893 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $838,334 | 3,179 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $369,382 | 1,838 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $414,804 | 2,099 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $362,049 | 2,342 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||