Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,565,077
+$2,080,367 QoQ
Shares Held
3,525
+100.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,062
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $5,042,838 across 7 Capital Markets names. GS ranks #1 (70.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
3,525 | $3,565,077 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,620 | $1,164,447 | |
| 3 | MS |
Morgan Stanley
|
1,265 | $264,434 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
1,000 | $27,380 | |
| 5 | STKE |
SOL Strategies Inc.
|
12,500 | $14,625 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
74 | $4,408 | |
| 7 | NMR |
Nomura Holdings Inc
|
281 | $2,467 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,565,077 | 3,525 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,484,710 | 1,755 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,574,289 | 1,791 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $198,290 | 249 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,280,319 | 1,809 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $991,516 | 1,815 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,029,570 | 1,798 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $951,601 | 1,922 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $868,002 | 1,919 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $800,711 | 1,917 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $737,592 | 1,912 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $663,965 | 2,052 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $677,011 | 2,099 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $669,594 | 2,047 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $703,585 | 2,049 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $569,396 | 1,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $575,624 | 1,938 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $633,792 | 1,920 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $734,113 | 1,919 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,234,645 | 3,266 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $712,757 | 1,878 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $618,684 | 1,892 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $498,411 | 1,890 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $375,411 | 1,868 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $366,585 | 1,855 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $286,455 | 1,853 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||