Lee Financial Co

Position in GS — Goldman Sachs Group Inc

CIK 1391166 Dallas, TX

Position in GS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$220,478

+$19,003 QoQ

Shares Held

218

-13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,808

of 3,136 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Financial Services · as of Jun 30, 2026

Lee Financial Co holds $2,291,436 across 2 Capital Markets names. GS ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley	9,907	$2,070,958
2	GS	Goldman Sachs Group Inc This page	218	$220,478

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,478	218	-13.8%	Shares	Sole	2026-07-22
2025-09-30	$201,475	253	-15.9%	Shares	Sole	2025-11-04
2023-12-31	$116,115	301	+14.4%	Shares	Sole	2024-02-08
2023-09-30	$85,098	263	+2.7%	Shares	Sole	2023-11-09
2023-06-30	$82,569	256	+3.6%	Shares	Sole	2023-08-08
2023-03-31	$80,795	247	+375.0%	Shares	Sole	2023-05-15
2022-12-31	$17,855	52	0.0%	Shares	Sole	2023-02-09
2022-09-30	$15,238	52	0.0%	Shares	Sole	2022-11-02
2022-06-30	$15,444	52	+48.6%	Shares	Sole	2022-08-10
2022-03-31	$11,553	35	-12.5%	Shares	Sole	2022-05-11
2021-12-31	$15,301	40	+14.3%	Shares	Other	2022-02-08
2021-09-30	$13,231	35	0.0%	Shares	Sole	2021-11-12
2021-06-30	$13,283	35	-81.7%	Shares	Sole	2021-08-04
2021-03-31	$62,457	191	-43.8%	Shares	Sole	2021-05-13
2020-12-31	$89,661	340	+0.3%	Shares	Sole	2021-02-12
2020-09-30	$68,128	339	-1.5%	Shares	Sole	2020-11-03
2020-06-30	$67,981	344	+0.6%	Shares	Sole	2020-08-11
2020-03-31	$52,869	342	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.