Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,130,308
+$4,960,016 QoQ
Shares Held
19,904
+11.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#471
of 3,146 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Mar 31, 2026CallValue
$845
CallShares
1
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $82,826,683 across 22 Capital Markets names. GS ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
19,904 | $20,130,308 | |
| 2 | MS |
Morgan Stanley
|
88,496 | $18,499,203 | |
| 3 | SCHW |
Schwab Charles Corp
|
123,183 | $11,366,095 | |
| 4 | SF |
Stifel Financial Corp
|
58,941 | $4,112,313 | |
| 5 | PIPR |
Piper Sandler Companies
|
54,143 | $3,916,704 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
61,185 | $3,644,790 | |
| 7 | EVR |
Evercore Inc.
|
8,421 | $2,875,266 | |
| 8 | PJT |
PJT Partners Inc.
|
18,203 | $2,747,560 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,130,308 | 19,904 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $845 | 1 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $15,170,292 | 17,932 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,587,307 | 17,733 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,558,655 | 17,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,108,136 | 15,695 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $7,500,015 | 13,729 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $8,168,424 | 14,265 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $6,401,772 | 12,930 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $5,256,863 | 11,622 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $4,605,032 | 11,025 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $4,119,637 | 10,679 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,339,565 | 10,321 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,763,522 | 8,568 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,599,543 | 7,947 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,734,755 | 5,052 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,609,723 | 5,493 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,554,305 | 5,233 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,661,393 | 5,033 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,898,213 | 4,962 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $962,842 | 2,547 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $966,662 | 2,547 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,421,694 | 13,522 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $522,145 | 1,980 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,444,398 | 12,163 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||