Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,699,101
+$66,341 QoQ
Shares Held
1,680
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,435
of 3,125 holders
Holding Since
Mar 2021
22 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, 2026AFT, FORSYTH & COMPANY, INC. holds $2,315,769 across 2 Capital Markets names. GS ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,680 | $1,699,101 | |
| 2 | MS |
Morgan Stanley
|
2,950 | $616,668 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,101 | 1,680 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,632,760 | 1,930 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,639,335 | 1,865 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,416,706 | 1,779 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,149,386 | 1,624 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $859,860 | 1,574 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $867,519 | 1,515 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $750,091 | 1,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $685,264 | 1,515 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $565,969 | 1,355 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $607,587 | 1,575 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $509,622 | 1,575 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $508,000 | 1,575 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $515,198 | 1,575 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $540,823 | 1,575 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $461,553 | 1,575 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $467,806 | 1,575 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $552,917 | 1,675 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $608,254 | 1,590 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $578,385 | 1,530 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $537,034 | 1,415 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $243,615 | 745 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||