Position in GS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$116,811,760
+$4,893,964 QoQ
Shares Held
138,077
+8.4% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4555429217031077.ToString("F0")%
Shared 0.ToString("F0")%
None 99.54445707829689.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$796,350
PutShares
1,000
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, 2026Creative Planning holds $377,842,700 across 39 Capital Markets names. GS ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
138,077 | $116,811,760 | |
| 2 | MS |
Morgan Stanley
|
480,544 | $79,083,126 | |
| 3 | SCHW |
Schwab Charles Corp
|
739,717 | $69,518,603 | |
| 4 | SF |
Stifel Financial Corp
|
151,185 | $11,175,595 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
139,448 | $9,663,746 | |
| 6 | MRX |
Marex Group plc
|
208,711 | $9,304,336 | |
| 7 | TW |
Tradeweb Markets Inc.
|
74,797 | $8,800,615 | |
| 8 | EVR |
Evercore Inc.
|
25,207 | $7,524,541 |
All Filings in GS
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,811,760 | 138,077 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $111,917,796 | 127,324 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $796,350 | 1,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $98,120,672 | 123,213 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $79,193,685 | 111,895 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $50,937,717 | 93,243 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $48,516,373 | 84,727 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,135,847 | 77,025 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $33,673,401 | 74,446 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $29,148,496 | 69,785 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $24,977,064 | 64,746 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $21,545,231 | 66,586 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $20,775,446 | 64,412 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $20,500,310 | 62,671 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,199,251 | 61,737 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,632,099 | 46,518 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,443,390 | 58,728 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,631,936 | 38,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,850,237 | 33,591 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,660,602 | 33,491 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,194,996 | 29,497 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,472,468 | 35,084 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,385,978 | 31,800 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,018,220 | 24,970 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $20,097 | 100 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $39,524 | 200 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $4,218,198 | 21,345 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $19,762 | 100 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $3,083,142 | 19,944 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $15,459 | 100 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $92,754 | 600 | Put | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||