Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,642,464
+$469,076 QoQ
Shares Held
1,624
+17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,453
of 3,125 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $45,330,055 across 9 Capital Markets names. GS ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
195,919 | $17,052,789 | |
| 2 | SCHW |
Schwab Charles Corp
|
105,228 | $9,709,387 | |
| 3 | SF |
Stifel Financial Corp
|
82,406 | $5,749,466 | |
| 4 | MS |
Morgan Stanley
|
25,599 | $5,351,214 | |
| 5 | EVR |
Evercore Inc.
|
7,876 | $2,689,181 | |
| 6 | GS |
Goldman Sachs Group Inc
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|
1,624 | $1,642,464 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
5,313 | $1,496,565 | |
| 8 | PJT |
PJT Partners Inc.
|
9,379 | $1,415,666 |
All Filings in GS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,642,464 | 1,624 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,173,388 | 1,387 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,218,294 | 1,386 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $817,055 | 1,026 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $471,361 | 666 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $331,051 | 606 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $300,625 | 525 | Shares | Sole | 2025-02-06 | |
| 2022-03-31 | $419,557 | 1,271 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $486,221 | 1,271 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $480,476 | 1,271 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $482,382 | 1,271 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $415,617 | 1,271 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $335,175 | 1,271 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $262,466 | 1,306 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $258,091 | 1,306 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $201,894 | 1,306 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||