Apriem Advisors

Position in GS — Goldman Sachs Group Inc

CIK 1425165 IRVINE, CA

Position in GS

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

Position Value

$12,745,284

+$1,236,437 QoQ

Shares Held

12,602

-7.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#573

of 3,125 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Apriem Advisors holds $14,846,268 across 4 Capital Markets names. GS ranks #1 (85.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	12,602	$12,745,284
2	MS	Morgan Stanley	4,241	$886,538
3	SCHW	Schwab Charles Corp	6,648	$613,410
4	HLI	Houlihan Lokey, Inc.	4,481	$601,036

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,745,284	12,602	-7.4%	Shares	Sole	2026-08-14
2026-03-31	$11,508,847	13,604	-4.0%	Shares	Sole	2026-05-15
2025-12-31	$12,462,462	14,178	-1.8%	Shares	Sole	2026-02-13
2025-09-30	$11,493,719	14,433	-5.3%	Shares	Sole	2025-11-10
2025-06-30	$10,784,694	15,238	+2019.3%	Shares	Sole	2025-08-14
2025-03-31	$392,782	719	+46.4%	Shares	Sole	2025-05-15
2024-12-31	$281,156	491	+2.1%	Shares	Sole	2025-02-05
2024-09-30	$238,147	481	0.0%	Shares	Sole	2024-11-14
2024-06-30	$217,565	481	0.0%	Shares	Sole	2024-08-14
2024-03-31	$200,908	481	-15.2%	Shares	Sole	2024-05-15
2023-12-31	$218,731	567	-4.5%	Shares	Sole	2024-02-14
2022-12-31	$203,967	594	-20.1%	Shares	Sole	2023-02-13
2022-09-30	$217,736	743	-8.3%	Shares	Sole	2022-11-14
2022-06-30	$240,586	810	-1.0%	Shares	Sole	2022-08-08
2022-03-31	$270,021	818	+18.9%	Shares	Sole	2022-05-10
2021-12-31	$263,194	688	0.0%	Shares	Sole	2022-02-09
2021-09-30	$260,084	688	-22.5%	Shares	Sole	2021-11-12
2021-06-30	$337,022	888	+18.2%	Shares	Sole	2021-08-10
2021-03-31	$245,577	751	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.