AFFINITY INVESTMENT ADVISORS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1520601 NEWPORT BEACH, CA

Position in GS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,854,852

+$17,362 QoQ

Shares Held

1,834

-15.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,381

of 3,125 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Financial Services · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $4,463,459 across 3 Capital Markets names. GS ranks #2 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	8,935	$1,867,772
2	GS	Goldman Sachs Group Inc This page	1,834	$1,854,852
3	SCHW	Schwab Charles Corp	8,029	$740,835

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854,852	1,834	-15.6%	Shares	Sole	2026-08-05
2026-03-31	$1,837,490	2,172	-6.6%	Shares	Sole	2026-05-14
2025-12-31	$2,043,675	2,325	-4.5%	Shares	Sole	2026-02-12
2025-09-30	$1,938,315	2,434	-2.9%	Shares	Sole	2025-11-10
2025-06-30	$1,773,621	2,506	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,369,002	2,506	-7.8%	Shares	Sole	2025-05-13
2024-12-31	$1,555,808	2,717	-31.9%	Shares	Sole	2025-02-11
2024-09-30	$1,976,479	3,992	-5.9%	Shares	Sole	2024-10-28
2024-06-30	$1,918,289	4,241	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$1,768,081	4,233	+11.0%	Shares	Sole	2024-05-03
2023-12-31	$1,470,555	3,812	0.0%	Shares	Sole	2024-02-09
2023-09-30	$1,233,448	3,812	-0.1%	Shares	Sole	2023-10-26
2023-06-30	$1,230,812	3,816	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$1,246,616	3,811	-27.2%	Shares	Sole	2023-05-05
2022-12-31	$1,797,250	5,234	-13.4%	Shares	Sole	2023-02-08
2022-09-30	$1,771,780	6,046	+0.1%	Shares	Sole	2022-11-08
2022-06-30	$1,794,297	6,041	+5.5%	Shares	Sole	2022-07-27
2022-03-31	$1,889,492	5,724	-1.2%	Shares	Sole	2022-05-05
2021-12-31	$2,216,494	5,794	0.0%	Shares	Sole	2022-02-04
2021-09-30	$2,190,305	5,794	-9.4%	Shares	Sole	2021-11-08
2021-06-30	$2,426,714	6,394	-41.9%	Shares	Sole	2021-08-09
2021-03-31	$3,601,251	11,013	-1.0%	Shares	Sole	2021-05-13
2020-12-31	$2,933,773	11,125	0.0%	Shares	Sole	2021-02-12
2020-09-30	$2,235,791	11,125	+18.8%	Shares	Sole	2020-11-13
2020-06-30	$1,850,711	9,365	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.