Position in GS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,837,857
+$543,861 QoQ
Shares Held
16,357
+8.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Sep 30, 2022CallValue
$263,745
CallShares
900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $56,416,541 across 11 Capital Markets names. GS ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
193,596 | $14,310,615 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
16,357 | $13,837,857 | |
| 3 | SCHW |
Schwab Charles Corp
|
133,394 | $12,536,368 | |
| 4 | LAZ |
Lazard, Inc.
|
199,155 | $8,460,104 | |
| 5 | MS |
Morgan Stanley
|
18,571 | $3,056,229 | |
| 6 | PJT |
PJT Partners Inc.
|
14,268 | $1,993,524 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
27,516 | $1,210,153 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,962 | $378,014 |
All Filings in GS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,837,857 | 16,357 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $13,293,996 | 15,124 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $11,077,228 | 13,910 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,751,379 | 13,778 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $7,550,820 | 13,822 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $7,740,104 | 13,517 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $6,585,458 | 13,301 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $5,876,541 | 12,992 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $5,393,630 | 12,913 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $4,452,171 | 11,541 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,534,678 | 10,924 | Shares | Other | 2023-11-15 | |
| 2022-09-30 | $43,957 | 150 | Shares | Sole | 2022-10-26 | |
| 2022-09-30 | $263,745 | 900 | Call | Sole | 2022-10-26 | |
| 2022-06-30 | $46,632 | 157 | Shares | Sole | 2022-07-07 | |
| 2022-06-30 | $267,318 | 900 | Call | Sole | 2022-07-07 | |
| No filing history on record for this holder in this stock. | ||||||