Position in GS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$71,483,631
+$12,175,503 QoQ
Shares Held
70,680
+0.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#240
of 3,118 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, 2026Gradient Investments LLC holds $164,378,799 across 7 Capital Markets names. GS ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
70,680 | $71,483,631 | |
| 2 | MS |
Morgan Stanley
|
318,659 | $66,612,477 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
308,894 | $15,438,522 | |
| 4 | NMR |
Nomura Holdings Inc
|
638,711 | $5,607,882 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
11,655 | $3,282,980 | |
| 6 | SF |
Stifel Financial Corp
|
26,347 | $1,838,230 | |
| 7 | BGC |
BGC Group, Inc.
|
10,765 | $115,077 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,483,631 | 70,680 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $59,308,128 | 70,105 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $64,047,456 | 72,864 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $59,821,812 | 75,120 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $54,641,131 | 77,204 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $45,728,297 | 83,707 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $43,760,193 | 76,421 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $38,095,743 | 76,944 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $39,834,917 | 88,068 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $38,175,195 | 91,396 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $36,676,696 | 95,074 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $30,760,505 | 95,066 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $30,032,667 | 93,113 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $31,337,465 | 95,801 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $14,980,982 | 43,628 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $17,363,212 | 59,250 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $19,095,118 | 64,289 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $11,840,026 | 35,868 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $10,743,534 | 28,084 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $10,627,935 | 28,114 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $8,144,334 | 21,459 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $6,825,471 | 20,873 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $6,109,369 | 23,167 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,685,213 | 23,313 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $3,355,389 | 16,979 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,319,777 | 15,006 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||