Position in GS
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$121,039,179
+$8,631,988 QoQ
Shares Held
137,701
-2.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Dec 31, 2025CIBC Private Wealth Group LLC holds $401,663,549 across 34 Capital Markets names. GS ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,770,342 | $176,874,868 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
137,701 | $121,039,179 | |
| 3 | MS |
Morgan Stanley
|
302,112 | $53,633,943 | |
| 4 | TW |
Tradeweb Markets Inc.
|
357,060 | $38,398,232 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,792 | $4,568,918 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
59,057 | $3,659,762 | |
| 7 | IPST |
Ip Strategy Holdings, Inc.
|
27,500 | $858,000 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,171 | $811,040 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $121,039,179 | 137,701 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $112,407,191 | 141,153 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $99,513,896 | 140,606 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $77,958,314 | 142,705 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $76,574,181 | 133,726 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $66,804,697 | 134,929 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $53,354,309 | 117,957 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $49,756,902 | 119,124 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $46,836,335 | 121,410 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $80,697,063 | 249,396 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $90,044,458 | 279,173 | Shares | Other | 2023-11-21 | |
| 2023-03-31 | $89,196,681 | 272,681 | Shares | Other | 2023-11-21 | |
| 2022-12-31 | $163,058,456 | 474,863 | Shares | Other | 2023-06-01 | |
| 2022-09-30 | $81,498,376 | 278,104 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $82,967,190 | 279,332 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $177,635,722 | 538,127 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $246,136,877 | 643,411 | Shares | Defined | 2022-04-04 | |
| 2021-09-30 | $239,788,587 | 634,311 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $241,628,912 | 636,653 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $183,771,711 | 561,993 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $97,051,872 | 368,025 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,929,163 | 19,551 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $2,236,662 | 11,318 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,951,698 | 12,625 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||