Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,568,816
-$4,548,179 QoQ
Shares Held
10,450
-41.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#640
of 3,139 holders
Holding Since
Sep 2020
19 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, 2026Edgestream Partners, L.P. holds $55,845,716 across 12 Capital Markets names. GS ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
10,450 | $10,568,816 | |
| 2 | MS |
Morgan Stanley
|
41,812 | $8,740,380 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
98,278 | $8,554,117 | |
| 4 | SF |
Stifel Financial Corp
|
101,813 | $7,103,493 | |
| 5 | MARA |
MARA Holdings, Inc.
|
496,906 | $6,902,024 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
63,338 | $3,773,044 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
47,556 | $2,376,848 | |
| 8 | SCHW |
Schwab Charles Corp
|
23,747 | $2,191,135 |
All Filings in GS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,568,816 | 10,450 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,116,995 | 17,869 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,602,250 | 17,750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,323,450 | 10,452 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,602,298 | 20,632 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $721,102 | 1,320 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,509,998 | 2,637 | Shares | Sole | 2025-02-07 | |
| 2023-09-30 | $1,851,467 | 5,722 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $861,504 | 2,671 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $841,654 | 2,573 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,116,594 | 6,164 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,999,480 | 6,823 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $609,782 | 2,053 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $585,267 | 1,773 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,148,415 | 3,002 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $579,921 | 1,528 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,604,194 | 11,022 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $16,104,242 | 61,068 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,605,133 | 42,818 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||