DIVIDEND ASSETS CAPITAL, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1365167 Ridgeland, SC

Position in GS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,909,893

+$2,770,664 QoQ

Shares Held

11,776

+9.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

#600

of 3,125 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DIVIDEND ASSETS CAPITAL, LLC holds $12,229,933 across 2 Capital Markets names. GS ranks #1 (97.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc This page	11,776	$11,909,893
2	MS	Morgan Stanley	1,531	$320,040

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,909,893	11,776	+9.0%	Shares	Sole	2026-08-12
2026-03-31	$9,139,229	10,803	+16.1%	Shares	Sole	2026-04-28
2025-12-31	$8,177,337	9,303	+51.7%	Shares	Sole	2026-02-12
2025-09-30	$4,882,421	6,131	+19.4%	Shares	Sole	2025-11-12
2025-06-30	$3,633,588	5,134	+3108.8%	Shares	Sole	2025-08-14
2023-12-31	$61,723	160	0.0%	Shares	Sole	2024-02-14
2023-09-30	$51,771	160	0.0%	Shares	Sole	2023-10-26
2023-06-30	$51,606	160	0.0%	Shares	Sole	2023-07-31
2023-03-31	$52,337	160	0.0%	Shares	Sole	2023-05-16
2022-12-31	$54,940	160	0.0%	Shares	Sole	2023-02-10
2022-09-30	$46,888	160	0.0%	Shares	Sole	2022-10-18
2022-06-30	$47,523	160	0.0%	Shares	Sole	2022-07-15
2022-03-31	$52,816	160	0.0%	Shares	Sole	2022-04-12
2021-12-31	$61,208	160	0.0%	Shares	Sole	2022-02-23
2021-09-30	$60,484	160	0.0%	Shares	Sole	2021-11-01
2021-06-30	$60,724	160	0.0%	Shares	Sole	2021-07-23
2021-03-31	$52,320	160	0.0%	Shares	Sole	2021-04-28
2020-12-31	$42,193	160	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.