Forvis Mazars Wealth Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1352864
Springfield, MO
Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,515,522
+$819,352 QoQ
Shares Held
3,476
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,070
of 3,125 holders
Holding Since
Sep 2020
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, 2026Forvis Mazars Wealth Advisors, LLC holds $5,019,796 across 3 Capital Markets names. GS ranks #1 (70.0% of the industry book) .
All Filings in GS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,515,522 | 3,476 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,696,170 | 3,187 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,713,473 | 3,087 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,402,587 | 3,017 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,160,760 | 3,053 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,460,779 | 2,674 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,278,660 | 2,233 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,107,561 | 2,237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,028,123 | 2,273 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $880,490 | 2,108 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $643,078 | 1,667 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $532,919 | 1,647 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $636,693 | 1,974 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $540,058 | 1,651 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $597,481 | 1,740 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $448,366 | 1,530 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $432,758 | 1,457 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $407,673 | 1,235 | Shares | Sole | 2022-05-10 | |
| 2021-03-31 | $324,711 | 993 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $439,604 | 1,667 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $214,434 | 1,067 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||