Aureus Asset Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1381296 BOSTON, MA

Position in GS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,167,610

+$965,499 QoQ

Shares Held

3,132

+20.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,120

of 3,124 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aureus Asset Management, LLC holds $72,504,758 across 7 Capital Markets names. GS ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	600,554	$55,413,117
2	MS	Morgan Stanley	50,794	$10,617,977
3	GS	Goldman Sachs Group Inc This page	3,132	$3,167,610
4	LAZ	Lazard, Inc.	38,419	$1,611,292
5	LPLA	LPL Financial Holdings Inc.	3,234	$910,953
6	HOOD	Robinhood Markets, Inc.	3,985	$399,615
7	IBKR	Interactive Brokers Group, Inc.	4,414	$384,194

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,167,610	3,132	+20.3%	Shares	Sole	2026-08-14
2026-03-31	$2,202,111	2,603	+478.4%	Shares	Sole	2026-05-13
2025-12-31	$395,550	450	+28.6%	Shares	Sole	2026-02-17
2025-09-30	$278,722	350	0.0%	Shares	Sole	2025-11-17
2025-06-30	$247,712	350	0.0%	Shares	Sole	2025-08-14
2024-12-31	$200,417	350	-50.9%	Shares	Sole	2025-02-14
2022-06-30	$211,775	713	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$234,701	711	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$271,610	710	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$268,023	709	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$268,707	708	+0.1%	Shares	Sole	2021-08-16
2021-03-31	$231,189	707	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.