Copeland Capital Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1541743
Conshohocken, PA
Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$34,386
+$5,623 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,025
of 3,125 holders
Holding Since
Jun 2021
16 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, 2026Copeland Capital Management, LLC holds $23,946,053 across 2 Capital Markets names. GS ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
114,388 | $23,911,667 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
34 | $34,386 |
All Filings in GS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,386 | 34 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $28,763 | 34 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,886 | 34 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $27,075 | 34 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $24,063 | 34 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $18,573 | 34 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $19,469 | 34 | Shares | Sole | 2025-01-24 | |
| 2023-06-30 | $2,580 | 8 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3 | 8 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,747 | 8 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,344 | 8 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,376 | 8 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,640 | 8 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,060 | 8 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,024 | 8 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $3,036 | 8 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||