Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$148,431,695
+$45,118,430 QoQ
Shares Held
146,763
+24.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#156
of 3,124 holders
Holding Since
Mar 2020
25 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, 2026Janney Montgomery Scott LLC holds $338,610,595 across 24 Capital Markets names. GS ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
146,763 | $148,431,695 | |
| 2 | MS |
Morgan Stanley
|
430,401 | $89,971,025 | |
| 3 | SCHW |
Schwab Charles Corp
|
391,803 | $36,151,662 | |
| 4 | EVR |
Evercore Inc.
|
47,468 | $16,207,473 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
157,787 | $13,733,780 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
78,230 | $7,844,904 | |
| 7 | SNEX |
StoneX Group Inc.
|
69,972 | $5,527,788 | |
| 8 | MC |
Moelis & Co
|
69,982 | $4,578,222 |
All Filings in GS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,431,695 | 146,763 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $103,313,265 | 117,535 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $92,035,762 | 115,572 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $82,550,544 | 116,638 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $66,484,039 | 121,701 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $65,211,110 | 113,882 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $59,036,421 | 119,239 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $45,598,379 | 100,810 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $39,337,208 | 94,178 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $34,511,755 | 89,462 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $27,849,022 | 86,068 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,270,631 | 87,650 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $29,993,370 | 91,692 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $32,271,882 | 93,983 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $27,308,449 | 93,187 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $23,647,543 | 79,616 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $27,193,307 | 82,379 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $35,255,425 | 92,159 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $32,808,089 | 86,787 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $29,353,229 | 77,341 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $24,196,038 | 73,994 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $15,112,956 | 57,309 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $14,508,828 | 72,194 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $9,644,251 | 48,802 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $7,871,413 | 50,918 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||