Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,040,668
+$644,058 QoQ
Shares Held
4,984
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#922
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Evercore Wealth Management, LLC holds $235,466,466 across 6 Capital Markets names. GS ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,088,168 | $227,470,637 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
4,984 | $5,040,668 | |
| 3 | SCHW |
Schwab Charles Corp
|
16,285 | $1,502,616 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,071 | $608,799 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
11,963 | $597,910 | |
| 6 | EVR |
Evercore Inc.
|
720 | $245,836 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,040,668 | 4,984 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,396,610 | 5,197 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,568,163 | 5,197 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,161,725 | 5,226 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,610,232 | 5,101 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,823,226 | 5,168 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,003,964 | 5,246 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,597,347 | 5,246 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,400,009 | 5,306 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,237,147 | 5,356 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,047,281 | 5,307 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,698,418 | 5,249 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,784,291 | 5,532 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,728,776 | 5,285 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,029,032 | 5,909 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,763,574 | 6,018 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,796,376 | 6,048 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,011,959 | 6,095 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,335,467 | 6,105 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,307,872 | 6,105 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,346,633 | 6,183 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,058,792 | 6,296 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,472,819 | 5,585 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $984,149 | 4,897 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $829,608 | 4,198 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $504,117 | 3,261 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||