Position in GS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,527,104
+$1,413,216 QoQ
Shares Held
9,420
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#678
of 3,124 holders
Holding Since
Mar 2020
26 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, 2026Ballentine Partners, LLC holds $33,015,323 across 8 Capital Markets names. GS ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
59,629 | $12,464,843 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
9,420 | $9,527,104 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
100,905 | $6,319,680 | |
| 4 | SCHW |
Schwab Charles Corp
|
26,461 | $2,441,556 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,256 | $727,630 | |
| 6 | NMR |
Nomura Holdings Inc
|
75,104 | $659,413 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
7,016 | $610,671 | |
| 8 | SF |
Stifel Financial Corp
|
3,790 | $264,426 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,527,104 | 9,420 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $8,113,888 | 9,591 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $8,027,907 | 9,133 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,217,319 | 9,063 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $6,347,101 | 8,968 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $4,484,493 | 8,209 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,684,603 | 8,181 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $3,995,536 | 8,070 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $3,525,381 | 7,794 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,017,391 | 7,224 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,651,010 | 6,872 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,452,490 | 10,670 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,147,989 | 9,760 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,034,598 | 9,277 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $753,375 | 2,194 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $629,470 | 2,148 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $444,340 | 1,496 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $535,752 | 1,623 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $812,917 | 2,125 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $458,928 | 1,214 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $460,748 | 1,214 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $398,613 | 1,219 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $322,779 | 1,224 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $341,245 | 1,698 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $298,603 | 1,511 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $239,304 | 1,548 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||