Plante Moran Financial Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1424717
SOUTHFIELD, MI
Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$128,443
-$62,750 QoQ
Shares Held
127
-43.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,907
of 3,113 holders
Holding Since
Mar 2020
24 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, 2026Plante Moran Financial Advisors, LLC holds $489,204 across 19 Capital Markets names. GS ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
127 | $128,443 | |
| 3 | MS |
Morgan Stanley
|
297 | $62,084 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,890 | $25,155 | |
| 5 | SF |
Stifel Financial Corp
|
60 | $4,186 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
22 | $2,206 | |
| 7 | SNEX |
StoneX Group Inc.
|
22 | $1,777 | |
| 8 | MC |
Moelis & Co
|
26 | $1,700 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,443 | 127 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $191,193 | 226 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $70,320 | 80 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $66,097 | 83 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $58,743 | 83 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $25,129 | 46 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,340 | 46 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $47,530 | 96 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $84,131 | 186 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $77,690 | 186 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $56,322 | 146 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $47,241 | 146 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $47,090 | 146 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $54,300 | 166 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $54,254 | 158 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $110,479 | 377 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $242,665 | 817 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $280,915 | 851 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $340,852 | 891 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $323,593 | 856 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $322,220 | 849 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $87,963 | 269 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $136,865 | 519 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $22,260 | 144 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||