Focus Partners Wealth

Position in GS — Goldman Sachs Group Inc

CIK 1542153 ST LOUIS, MO

Position in GS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$260,097,057

+$40,150,655 QoQ

Shares Held

257,173

-1.1% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#92

of 3,140 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 50% Shared 4% None 46%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $719,342,910 across 26 Capital Markets names. GS ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	257,173	$260,097,057
2	SCHW	Schwab Charles Corp	2,498,544	$230,540,654
3	MS	Morgan Stanley	345,268	$72,174,822
4	VIRT	Virtu Financial, Inc.	1,051,137	$62,616,231
5	TW	Tradeweb Markets Inc.	392,874	$39,153,822
6	EVR	Evercore Inc.	32,650	$11,148,016
7	JEF	Jefferies Financial Group Inc.	218,333	$10,912,283
8	HOOD	Robinhood Markets, Inc.	80,655	$8,088,083

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,097,057	257,173	-1.1%	Shares	Sole	2026-08-12
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	+12.3%	Shares	Sole	2025-05-20
2024-12-31	$88,555,110	154,649	+60.2%	Shares	Sole	2025-05-20
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.