Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,214,007
+$3,317,855 QoQ
Shares Held
18,998
+1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#475
of 3,124 holders
Holding Since
Mar 2020
26 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. GS ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,214,007 | 18,998 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,896,152 | 18,790 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,918,415 | 20,385 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,468,733 | 21,936 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,700,018 | 22,183 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,804,748 | 25,270 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,712,531 | 23,947 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,629,516 | 21,469 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $8,326,758 | 18,409 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,094,414 | 19,379 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $7,239,745 | 18,767 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,147,182 | 18,998 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,809,913 | 18,013 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,036,160 | 18,453 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,326,776 | 18,425 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,335,674 | 14,795 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,165,705 | 14,025 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,179,726 | 12,662 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,685,472 | 12,248 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,077,431 | 10,786 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,449,548 | 9,089 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,192,535 | 6,705 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,878,933 | 7,125 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,442,763 | 7,179 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,344,408 | 6,803 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $808,041 | 5,227 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||