Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,913,511
+$365,350 QoQ
Shares Held
1,892
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,360
of 3,113 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $52,533,468 across 8 Capital Markets names. GS ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
111,524 | $23,312,976 | |
| 2 | SF |
Stifel Financial Corp
|
200,717 | $14,004,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
131,889 | $12,169,397 | |
| 4 | GS |
Goldman Sachs Group Inc
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|
1,892 | $1,913,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,775 | $378,556 | |
| 6 | EVR |
Evercore Inc.
|
792 | $270,420 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
5,108 | $255,297 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
814 | $229,287 |
All Filings in GS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,913,511 | 1,892 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,548,161 | 1,830 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,641,093 | 1,867 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,306,013 | 1,640 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,143,015 | 1,615 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $315,209 | 577 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $677,409 | 1,183 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $611,460 | 1,235 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $594,800 | 1,315 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $668,721 | 1,601 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $413,931 | 1,073 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $417,405 | 1,290 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $407,690 | 1,264 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $411,831 | 1,259 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $525,371 | 1,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $332,611 | 1,135 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $348,107 | 1,172 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $635,442 | 1,925 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $825,925 | 2,159 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $816,166 | 2,159 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $819,405 | 2,159 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $517,968 | 1,584 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $314,078 | 1,191 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||