Essex Financial Services, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1315785 ESSEX, CT

Position in GS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,504,641

+$593,630 QoQ

Shares Held

4,454

-3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#970

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $7,805,088 across 7 Capital Markets names. GS ranks #1 (57.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	4,454	$4,504,641
2	MS	Morgan Stanley	5,885	$1,230,200
3	SCHW	Schwab Charles Corp	12,651	$1,167,307
4	SF	Stifel Financial Corp	3,666	$255,776
5	JEF	Jefferies Financial Group Inc.	4,502	$225,009
6	IBKR	Interactive Brokers Group, Inc.	2,539	$220,994
7	HOOD	Robinhood Markets, Inc.	2,006	$201,161

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,504,641	4,454	-3.7%	Shares	Defined	2026-08-10
2026-03-31	$3,911,011	4,623	+0.9%	Shares	Defined	2026-04-24
2025-12-31	$4,025,820	4,580	-1.6%	Shares	Defined	2026-02-10
2025-09-30	$3,707,805	4,656	-0.3%	Shares	Defined	2025-11-07
2025-06-30	$3,305,192	4,670	+6.5%	Shares	Defined	2025-07-16
2025-03-31	$2,395,481	4,385	+1.7%	Shares	Defined	2025-04-25
2024-12-31	$2,467,992	4,310	-0.2%	Shares	Defined	2025-01-29
2024-09-30	$2,138,875	4,320	-6.1%	Shares	Defined	2024-10-24
2024-06-30	$2,082,028	4,603	+11.3%	Shares	Defined	2024-08-09
2024-03-31	$1,727,565	4,136	-8.9%	Shares	Sole	2024-04-24
2023-12-31	$1,751,395	4,540	+12.7%	Shares	Sole	2024-02-06
2023-09-30	$1,303,663	4,029	+0.5%	Shares	Sole	2023-11-15
2023-06-30	$1,293,385	4,010	-3.5%	Shares	Sole	2023-08-09
2023-03-31	$1,359,469	4,156	-1.8%	Shares	Sole	2023-05-11
2022-12-31	$1,453,870	4,234	-2.9%	Shares	Sole	2023-02-10
2022-09-30	$1,277,698	4,360	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$1,293,225	4,354	+4.3%	Shares	Sole	2022-08-01
2022-03-31	$1,378,497	4,176	-4.5%	Shares	Sole	2022-04-21
2021-12-31	$1,672,126	4,371	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$1,645,564	4,353	+7.3%	Shares	Sole	2021-11-10
2021-06-30	$1,540,132	4,058	0.0%	Shares	Sole	2021-07-30
2021-03-31	$1,326,966	4,058	-11.1%	Shares	Sole	2021-05-11
2020-12-31	$1,203,836	4,565	+0.6%	Shares	Sole	2021-02-05
2020-09-30	$912,202	4,539	+15.2%	Shares	Sole	2020-11-10
2020-06-30	$778,622	3,940	-4.5%	Shares	Sole	2020-08-06
2020-03-31	$637,992	4,127	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.