Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,855,863
+$503,125 QoQ
Shares Held
1,835
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,380
of 3,126 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $7,091,323 across 19 Capital Markets names. GS ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,757 | $3,084,803 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
1,835 | $1,855,863 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,944 | $732,992 | |
| 4 | PURR |
Hyperliquid Strategies Inc
|
44,146 | $347,429 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,396 | $340,550 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
939 | $264,497 | |
| 7 | IREN |
IREN Ltd
|
3,613 | $165,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
584 | $78,331 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,855,863 | 1,835 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,352,738 | 1,599 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,366,845 | 1,555 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,084,628 | 1,362 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $968,909 | 1,369 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $707,991 | 1,296 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $688,289 | 1,202 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $580,268 | 1,172 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $613,798 | 1,357 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $381,350 | 913 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $347,964 | 902 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $360,780 | 1,115 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $355,116 | 1,101 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $292,109 | 893 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $279,854 | 815 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $223,597 | 763 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $242,962 | 818 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $256,817 | 778 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $322,107 | 842 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $292,595 | 774 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $332,468 | 876 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $277,296 | 848 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||