Westover Capital Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1483467 WILMINGTON, DE

Position in GS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$12,224,429

+$1,927,885 QoQ

Shares Held

12,087

-0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.52%

of 13F equity value

Holder Rank

#590

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

Westover Capital Advisors, LLC holds $16,664,075 across 4 Capital Markets names. GS ranks #1 (73.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	12,087	$12,224,429
2	SCHW	Schwab Charles Corp	25,540	$2,356,575
3	MS	Morgan Stanley	8,710	$1,820,738
4	PJT	PJT Partners Inc.	1,738	$262,333

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,224,429	12,087	-0.7%	Shares	Sole	2026-08-04
2026-03-31	$10,296,544	12,171	-0.0%	Shares	Sole	2026-05-05
2025-12-31	$10,700,946	12,174	+1.4%	Shares	Sole	2026-02-09
2025-09-30	$9,557,792	12,002	+0.8%	Shares	Sole	2025-11-06
2025-06-30	$8,427,179	11,907	+0.6%	Shares	Sole	2025-08-11
2025-03-31	$6,465,342	11,835	+9.9%	Shares	Sole	2025-05-06
2024-12-31	$6,164,254	10,765	+4.7%	Shares	Sole	2025-02-06
2024-09-30	$5,089,730	10,280	+105.7%	Shares	Sole	2024-11-08
2024-06-30	$2,260,243	4,997	-2.1%	Shares	Sole	2024-08-08
2024-03-31	$2,132,307	5,105	-4.6%	Shares	Sole	2024-05-03
2023-12-31	$2,064,641	5,352	-1.3%	Shares	Sole	2024-02-06
2023-09-30	$1,755,367	5,425	-4.2%	Shares	Sole	2023-11-13
2023-06-30	$1,826,221	5,662	-9.0%	Shares	Sole	2023-08-11
2023-03-31	$2,035,932	6,224	-5.7%	Shares	Sole	2023-05-22
2022-12-31	$2,266,994	6,602	-1.0%	Shares	Sole	2023-05-18
2022-09-30	$1,953,764	6,667	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,985,281	6,684	-1.7%	Shares	Sole	2022-08-12
2022-03-31	$2,244,019	6,798	-0.8%	Shares	Sole	2022-05-13
2021-12-31	$2,620,467	6,850	+12.8%	Shares	Sole	2022-02-14
2021-09-30	$2,295,398	6,072	+13.5%	Shares	Sole	2021-11-15
2021-06-30	$2,030,485	5,350	+37.7%	Shares	Sole	2021-08-10
2021-03-31	$1,270,068	3,884	-0.2%	Shares	Sole	2021-05-18
2020-12-31	$1,026,095	3,891	-0.8%	Shares	Sole	2021-02-16
2020-09-30	$788,606	3,924	-69.3%	Shares	Sole	2020-11-19
2020-06-30	$2,529,338	12,799	-32.0%	Shares	Sole	2020-08-14
2020-03-31	$2,908,301	18,813	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.