Retirement Planning Group, LLC
PensionPosition in GS — Goldman Sachs Group Inc
CIK 1508195
LEAWOOD, KS
Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$623,003
-$32,639 QoQ
Shares Held
616
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,041
of 3,125 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Retirement Planning Group, LLC holds $3,673,676 across 6 Capital Markets names. GS ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
15,778 | $1,455,836 | |
| 2 | MS |
Morgan Stanley
|
3,968 | $829,470 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
616 | $623,003 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,825 | $514,066 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,469 | $214,901 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
10,000 | $36,400 |
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,003 | 616 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $655,642 | 775 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $518,610 | 590 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $375,877 | 472 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||