Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$215,656,447
+$47,609,840 QoQ
Shares Held
213,232
+7.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#112
of 3,136 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $356,287,489 across 37 Capital Markets names. GS ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
213,232 | $215,656,447 | |
| 2 | MS |
Morgan Stanley
|
176,155 | $36,823,441 | |
| 3 | SCHW |
Schwab Charles Corp
|
352,763 | $32,549,442 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
302,201 | $15,104,005 | |
| 5 | PJT |
PJT Partners Inc.
|
62,198 | $9,388,166 | |
| 6 | EVR |
Evercore Inc.
|
24,356 | $8,316,112 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
74,100 | $7,430,748 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
23,565 | $6,637,789 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,656,447 | 213,232 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $168,046,607 | 198,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $68,129,532 | 77,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,464,616 | 72,160 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $48,742,742 | 68,870 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $30,877,949 | 56,523 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,633,495 | 48,258 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,818,012 | 44,067 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,243,954 | 42,545 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $16,261,924 | 38,933 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,893,387 | 51,568 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,779,214 | 48,766 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $15,712,858 | 48,716 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $15,508,612 | 47,411 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,253,205 | 47,333 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,183,553 | 41,575 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $11,485,169 | 38,668 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $11,641,306 | 35,266 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,692,272 | 27,950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,399,227 | 27,509 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,055,647 | 26,495 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,425,809 | 25,767 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,778,161 | 18,119 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,533,253 | 17,581 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,025,759 | 15,311 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,614,383 | 10,443 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||