UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1463217
IRVING, TX
Position in GS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$37,797,931
+$6,794,936 QoQ
Shares Held
37,373
+2.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#333
of 3,125 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $68,544,920 across 13 Capital Markets names. GS ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
37,373 | $37,797,931 | |
| 2 | SCHW |
Schwab Charles Corp
|
147,353 | $13,596,261 | |
| 3 | MS |
Morgan Stanley
|
49,436 | $10,334,101 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,431 | $1,647,700 | |
| 5 | SF |
Stifel Financial Corp
|
14,440 | $1,007,478 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,585 | $921,318 | |
| 7 | EVR |
Evercore Inc.
|
2,636 | $900,035 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
2,193 | $617,724 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,797,931 | 37,373 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $31,002,995 | 36,647 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,069,134 | 35,346 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,881,458 | 23,710 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,300,390 | 8,902 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,501,397 | 11,901 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,001,468 | 6,988 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,904,559 | 9,906 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,924,248 | 6,465 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,294,371 | 5,493 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,868,284 | 4,843 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $628,705 | 1,922 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $503,738 | 1,467 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $5,769,275 | 19,687 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,790,768 | 22,863 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,140,190 | 18,601 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,552,684 | 19,743 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,430,935 | 19,657 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,592,118 | 20,004 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,374,538 | 19,494 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,375,200 | 20,383 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $3,942,026 | 19,615 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,913,468 | 19,803 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,158,737 | 20,433 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||