Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,540,529
+$954,458 QoQ
Shares Held
6,467
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#831
of 3,125 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. GS ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,540,529 | 6,467 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $5,586,071 | 6,603 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,677,461 | 6,459 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,767,316 | 3,475 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,524,544 | 3,567 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,879,237 | 3,440 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,726,038 | 6,507 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,458,716 | 4,966 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,913,845 | 6,442 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,062,135 | 4,937 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,842,823 | 4,777 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,243,803 | 3,844 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,342,734 | 4,163 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,324,141 | 4,048 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,178,136 | 3,431 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $936,880 | 3,197 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $833,141 | 2,805 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $855,619 | 2,592 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,154,153 | 3,017 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $1,204,403 | 3,186 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,300,649 | 3,427 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,181,778 | 3,614 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $781,372 | 2,963 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $130,228 | 648 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $194,853 | 986 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $155,981 | 1,009 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||