Roundview Capital LLC

Position in GS — Goldman Sachs Group Inc

CIK 1476804 PRINCETON, NJ

Position in GS

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

Position Value

$9,378,434

+$1,428,666 QoQ

Shares Held

9,273

-1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#682

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $14,942,921 across 5 Capital Markets names. GS ranks #1 (62.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	9,273	$9,378,434
2	SCHW	Schwab Charles Corp	27,397	$2,527,921
3	IBKR	Interactive Brokers Group, Inc.	18,348	$1,597,009
4	MS	Morgan Stanley	5,669	$1,185,047
5	HOOD	Robinhood Markets, Inc.	2,538	$254,510

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,378,434	9,273	-1.3%	Shares	Sole	2026-07-30
2026-03-31	$7,949,768	9,397	-4.3%	Shares	Sole	2026-05-08
2025-12-31	$8,633,538	9,822	-4.6%	Shares	Sole	2026-02-09
2025-09-30	$8,199,219	10,296	+1.1%	Shares	Sole	2025-11-12
2025-06-30	$7,206,310	10,182	-1.5%	Shares	Sole	2025-07-23
2025-03-31	$5,648,638	10,340	-1.9%	Shares	Sole	2025-05-06
2024-12-31	$6,032,551	10,535	+2.1%	Shares	Sole	2025-02-12
2024-09-30	$5,108,049	10,317	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$4,722,220	10,440	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$4,356,089	10,429	+1.4%	Shares	Sole	2024-05-06
2023-12-31	$3,968,415	10,287	-2.3%	Shares	Sole	2024-02-12
2023-09-30	$3,406,221	10,527	+1.3%	Shares	Sole	2023-11-13
2023-06-30	$3,353,125	10,396	-0.2%	Shares	Sole	2023-08-09
2023-03-31	$3,407,177	10,416	+0.1%	Shares	Sole	2023-05-09
2022-12-31	$3,574,585	10,410	+2.6%	Shares	Sole	2023-02-13
2022-09-30	$2,973,871	10,148	+1.6%	Shares	Sole	2022-11-10
2022-06-30	$2,966,041	9,986	-4.7%	Shares	Sole	2022-08-11
2022-03-31	$3,458,787	10,478	-1.9%	Shares	Sole	2022-05-17
2021-12-31	$4,085,251	10,679	+4.0%	Shares	Sole	2022-02-10
2021-09-30	$3,883,124	10,272	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$3,885,248	10,237	+7.2%	Shares	Sole	2021-08-10
2021-03-31	$3,121,542	9,546	-0.1%	Shares	Sole	2021-05-14
2020-12-31	$2,518,694	9,551	-0.4%	Shares	Sole	2021-02-08
2020-09-30	$1,927,704	9,592	-11.0%	Shares	Sole	2020-11-05
2020-06-30	$2,128,762	10,772	-8.8%	Shares	Sole	2020-08-13
2020-03-31	$1,824,934	11,805	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.