Position in GS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$33,130,660
-$2,388,851 QoQ
Shares Held
39,162
-3.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.8189873094502467.ToString("F0")%
Shared 0.ToString("F0")%
None 97.18101269054975.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Mar 31, 2026CallValue
$422,995
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026CWM, LLC holds $141,422,570 across 45 Capital Markets names. GS ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
213,933 | $35,206,953 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
39,162 | $33,130,660 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
73,978 | $12,204,890 | |
| 4 | EVR |
Evercore Inc.
|
39,349 | $11,746,069 | |
| 5 | SCHW |
Schwab Charles Corp
|
119,975 | $11,275,250 | |
| 6 | SF |
Stifel Financial Corp
|
140,171 | $10,361,440 | |
| 7 | TW |
Tradeweb Markets Inc.
|
68,901 | $8,106,891 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
118,246 | $4,880,012 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,995 | 500 | Call | Sole | 2026-05-14 | |
| 2026-03-31 | $33,130,660 | 39,162 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,519,511 | 40,409 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,349,131 | 25,553 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $10,653,760 | 15,053 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,228,766 | 15,063 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,320,741 | 14,531 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,164,241 | 14,470 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,665,839 | 14,737 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,834,193 | 18,756 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $7,579,223 | 19,647 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,668,454 | 20,609 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,618,843 | 20,521 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,479,394 | 19,808 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,499,840 | 18,929 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,082,659 | 17,344 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,670,639 | 15,725 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,073,967 | 15,371 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,379,829 | 8,835 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,118,218 | 8,216 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,686,632 | 8,216 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,166,641 | 8,216 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,651,169 | 8,216 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,623,645 | 8,216 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,270,111 | 8,216 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||