Position in GS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$10,352,383
-$47,372 QoQ
Shares Held
10,236
-16.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#644
of 3,113 holders
Holding Since
Mar 2020
26 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, 2026Annex Advisory Services, LLC holds $87,968,328 across 6 Capital Markets names. GS ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
335,740 | $70,183,089 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
10,236 | $10,352,383 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
12,128 | $3,416,215 | |
| 4 | PIPR |
Piper Sandler Companies
|
27,455 | $1,986,094 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
17,113 | $1,716,091 | |
| 6 | SCHW |
Schwab Charles Corp
|
3,408 | $314,456 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,352,383 | 10,236 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $10,399,755 | 12,293 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $10,583,160 | 12,040 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,948,004 | 12,492 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,112,989 | 12,876 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,063,786 | 14,761 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $8,349,944 | 14,582 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,009,516 | 18,197 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $8,402,296 | 18,576 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,987,068 | 19,122 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,623,972 | 19,763 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,765,525 | 20,909 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,605,619 | 20,480 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,522,900 | 19,941 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,980,915 | 20,330 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,789,316 | 16,343 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,837,267 | 16,286 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,214,259 | 15,796 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $5,888,974 | 15,394 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,481,813 | 14,501 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,300,895 | 13,967 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,427,580 | 13,540 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,804,016 | 14,425 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,745,451 | 13,661 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,587,043 | 13,091 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,849,514 | 11,964 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||