Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in GS — Goldman Sachs Group Inc
CIK 1510434
Seattle, WA
Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,691,744
+$945,701 QoQ
Shares Held
4,639
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#953
of 3,125 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $26,615,965 across 8 Capital Markets names. GS ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
125,674 | $11,595,939 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
19,016 | $5,356,426 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
4,639 | $4,691,744 | |
| 4 | MS |
Morgan Stanley
|
16,660 | $3,482,606 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,289 | $808,514 | |
| 6 | EVR |
Evercore Inc.
|
847 | $289,199 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,260 | $226,632 | |
| 8 | NMR |
Nomura Holdings Inc
|
18,782 | $164,905 |
All Filings in GS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,691,744 | 4,639 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,746,043 | 4,428 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,014,970 | 3,430 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $2,840,580 | 3,567 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,197,563 | 3,105 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,211,124 | 2,217 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $1,428,686 | 2,495 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $902,090 | 1,822 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $830,459 | 1,836 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $495,380 | 1,186 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $481,055 | 1,247 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $541,009 | 1,672 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $441,557 | 1,369 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||