WHALEROCK POINT PARTNERS, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1389709
West Palm Beach, FL
Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,999,478
+$183,138 QoQ
Shares Held
1,977
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,338
of 3,124 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WHALEROCK POINT PARTNERS, LLC holds $2,586,350 across 3 Capital Markets names. GS ranks #1 (77.3% of the industry book) .
All Filings in GS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,999,478 | 1,977 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,816,340 | 2,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,807,224 | 2,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,629,332 | 2,046 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,448,056 | 2,046 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $975,673 | 1,786 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $844,614 | 1,475 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $658,496 | 1,330 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $572,184 | 1,265 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $528,377 | 1,265 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $487,999 | 1,265 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $409,316 | 1,265 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $408,013 | 1,265 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $344,119 | 1,052 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||