Focus Partners Wealth

Position in GS — Goldman Sachs Group Inc

CIK 1542153 ST LOUIS, MO

Position in GS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$219,946,402

-$21,172,967 QoQ

Shares Held

259,987

-5.2% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 52% Shared 4% None 43%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $640,258,142 across 22 Capital Markets names. GS ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	259,987	$219,946,402
2	SCHW	Schwab Charles Corp	2,254,162	$211,846,144
3	MS	Morgan Stanley	383,619	$63,132,178
4	TW	Tradeweb Markets Inc.	448,548	$52,776,157
5	VIRT	Virtu Financial, Inc.	958,154	$42,139,612
6	EVR	Evercore Inc.	29,884	$8,920,672
7	JEF	Jefferies Financial Group Inc.	194,138	$8,012,075
8	SF	Stifel Financial Corp	71,619	$5,294,076

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$219,946,402	259,987	-5.2%	Shares	Sole	2026-05-15
2025-12-31	$241,119,369	274,311	-22.8%	Shares	Sole	2026-02-13
2025-09-30	$283,076,145	355,467	+79.9%	Shares	Sole	2025-11-14
2025-06-30	$139,818,135	197,553	+13.8%	Shares	Sole	2025-08-14
2025-03-31	$94,856,703	173,638	-1.8%	Shares	Sole	2025-05-20
2024-12-31	$101,267,847	176,850	+83.2%	Shares	Sole	2025-05-29
2024-09-30	$47,804,850	96,554	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$44,451,295	98,274	+127.4%	Shares	Sole	2024-08-15
2024-03-31	$18,052,979	43,221	+2506.8%	Shares	Sole	2024-05-16
2023-12-31	$639,606	1,658	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.