Freestone Capital Holdings, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1470876 Seattle, WA

Position in GS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,063,961

+$203,590 QoQ

Shares Held

1,052

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,696

of 3,125 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $3,668,192 across 6 Capital Markets names. GS ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,052	$1,063,961
2	SCHW	Schwab Charles Corp	7,888	$727,825
3	MS	Morgan Stanley	3,302	$690,250
4	IBKR	Interactive Brokers Group, Inc.	5,972	$519,802
5	CRCL	Circle Internet Group, Inc.	5,684	$355,988
6	HOOD	Robinhood Markets, Inc.	3,095	$310,366

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,063,961	1,052	+3.4%	Shares	Defined	2026-07-31
2026-03-31	$860,371	1,017	+19.1%	Shares	Defined	2026-05-13
2025-12-31	$750,666	854	-0.6%	Shares	Defined	2026-01-23
2025-09-30	$684,064	859	+18.8%	Shares	Defined	2025-11-12
2025-06-30	$511,703	723	-13.3%	Shares	Defined	2025-08-05
2025-03-31	$455,605	834	-8.0%	Shares	Defined	2025-05-13
2024-12-31	$519,366	907	+5.1%	Shares	Defined	2025-02-06
2024-09-30	$427,279	863	+13.3%	Shares	Defined	2024-11-14
2024-06-30	$344,667	762	-43.4%	Shares	Defined	2024-11-22
2022-03-31	$444,314	1,346	+10.6%	Shares	Defined	2022-05-12
2021-12-31	$465,563	1,217	+40.5%	Shares	Defined	2022-02-14
2021-09-30	$327,373	866	+1070.3%	Shares	Defined	2021-11-15
2020-12-31	$19,514	74	+174.1%	Shares	Defined	2021-02-16
2020-09-30	$5,426	27	—	Shares	Defined	2020-11-06
No filing history on record for this holder in this stock.