Keel Point, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1386935 HUNTSVILLE, AL

Position in GS

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

Position Value

$1,030,586

+$245,508 QoQ

Shares Held

1,019

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,714

of 3,124 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $2,589,049 across 3 Capital Markets names. GS ranks #2 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,153	$1,077,183
2	GS	Goldman Sachs Group Inc This page	1,019	$1,030,586
3	SCHW	Schwab Charles Corp	5,216	$481,280

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,030,586	1,019	+9.8%	Shares	Sole	2026-08-14
2026-03-31	$785,078	928	-6.5%	Shares	Sole	2026-06-01
2025-12-31	$871,968	992	-4.6%	Shares	Sole	2026-02-12
2025-09-30	$828,204	1,040	+4.6%	Shares	Sole	2025-12-16
2025-06-30	$703,503	994	+7.8%	Shares	Sole	2025-08-15
2025-03-31	$503,679	922	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$516,503	902	+6.1%	Shares	Sole	2025-02-14
2024-09-30	$420,843	850	+3.2%	Shares	Sole	2024-11-14
2024-06-30	$372,711	824	-9.0%	Shares	Sole	2024-08-14
2024-03-31	$378,009	905	+33.9%	Shares	Sole	2024-04-16
2023-12-31	$260,780	676	+3.8%	Shares	Sole	2024-01-30
2023-09-30	$210,644	651	-28.1%	Shares	Sole	2023-10-26
2023-06-30	$292,221	906	+16.0%	Shares	Sole	2023-07-12
2023-03-31	$255,472	781	-81.4%	Shares	Sole	2023-04-03
2022-12-31	$1,443,569	4,204	+0.9%	Shares	Sole	2023-01-17
2022-09-30	$1,221,139	4,167	+0.3%	Shares	Sole	2022-10-05
2022-06-30	$1,233,821	4,154	+4.7%	Shares	Sole	2022-08-11
2022-03-31	$1,309,836	3,968	+2.0%	Shares	Sole	2022-04-27
2021-12-31	$1,488,884	3,892	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$1,469,780	3,888	+5.3%	Shares	Sole	2021-11-04
2021-03-31	$1,206,957	3,691	+0.8%	Shares	Sole	2021-05-17
2020-12-31	$965,706	3,662	-2.3%	Shares	Sole	2021-02-10
2020-09-30	$753,034	3,747	+5.7%	Shares	Sole	2020-11-18
2020-06-30	$700,562	3,545	-2.1%	Shares	Sole	2020-08-14
2020-03-31	$559,770	3,621	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.