Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,295
+$18,682 QoQ
Shares Held
26
+188.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,038
of 3,125 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $3,755,172 across 8 Capital Markets names. GS ranks #3 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,460 | $3,022,718 | |
| 2 | EVR |
Evercore Inc.
|
1,965 | $670,929 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
26 | $26,295 | |
| 4 | SCHW |
Schwab Charles Corp
|
226 | $20,853 | |
| 5 | SF |
Stifel Financial Corp
|
87 | $6,069 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
42 | $4,211 | |
| 7 | NMR |
Nomura Holdings Inc
|
312 | $2,739 | |
| 8 | PJT |
PJT Partners Inc.
|
9 | $1,358 |
All Filings in GS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,295 | 26 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,613 | 9 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,911 | 9 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,167 | 9 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $21,940 | 31 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $56,267 | 103 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $32,639 | 57 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $34,657 | 70 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $84,131 | 186 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,771 | 21 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $48,992 | 127 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $34,298 | 106 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $34,189 | 106 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $29,112 | 89 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $29,187 | 85 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $24,909 | 85 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $25,246 | 85 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $404,042 | 1,224 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $411,623 | 1,076 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $339,848 | 899 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $242,519 | 639 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||