Allworth Financial LP

Position in GS — Goldman Sachs Group Inc

CIK 1555170 FOLSOM, CA

Position in GS

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

Position Value

$9,628,212

+$687,903 QoQ

Shares Held

11,381

+11.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Mar 31, 2026

Allworth Financial LP holds $38,608,993 across 48 Capital Markets names. GS ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	91,496	$15,057,496
2	GS	Goldman Sachs Group Inc This page	11,381	$9,628,212
3	SCHW	Schwab Charles Corp	51,024	$4,795,235
4	TW	Tradeweb Markets Inc.	17,763	$2,089,994
5	LPLA	LPL Financial Holdings Inc.	6,503	$1,956,297
6	HOOD	Robinhood Markets, Inc.	14,564	$1,009,285
7	SF	Stifel Financial Corp	6,928	$512,117
8	EVR	Evercore Inc.	1,513	$451,645

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,628,212	11,381	+11.9%	Shares	Sole	2026-05-15
2025-12-31	$8,940,309	10,171	+12.3%	Shares	Sole	2026-02-05
2025-09-30	$7,214,134	9,059	+71.4%	Shares	Sole	2025-12-02
2025-06-30	$3,739,751	5,284	+9.7%	Shares	Sole	2025-08-07
2025-03-31	$2,631,478	4,817	-9.9%	Shares	Sole	2025-04-30
2024-12-31	$3,060,653	5,345	+12.1%	Shares	Sole	2025-01-30
2024-09-30	$2,359,694	4,766	-18.3%	Shares	Sole	2024-10-23
2024-06-30	$2,637,025	5,830	-21.1%	Shares	Sole	2024-07-24
2024-03-31	$3,085,892	7,388	+9.6%	Shares	Sole	2024-04-25
2023-12-31	$2,600,089	6,740	-1.4%	Shares	Sole	2024-01-24
2023-09-30	$2,212,247	6,837	+9.6%	Shares	Sole	2023-10-31
2023-06-30	$2,012,003	6,238	+45.4%	Shares	Sole	2023-07-18
2023-03-31	$1,402,974	4,289	-2.8%	Shares	Sole	2023-04-18
2022-12-31	$1,514,649	4,411	-15.1%	Shares	Sole	2023-01-13
2022-09-30	$1,523,273	5,198	+11.4%	Shares	Sole	2022-11-14
2022-06-30	$1,385,598	4,665	-8.5%	Shares	Sole	2022-07-13
2022-03-31	$1,682,849	5,098	+28.5%	Shares	Sole	2022-04-22
2021-12-31	$1,517,958	3,968	+22.5%	Shares	Sole	2022-01-21
2021-09-30	$1,224,061	3,238	-1.9%	Shares	Sole	2021-11-02
2021-06-30	$1,252,828	3,301	+0.8%	Shares	Sole	2021-08-02
2021-03-31	$1,070,925	3,275	+1355.6%	Shares	Sole	2021-04-29
2020-12-31	$59,334	225	+99.1%	Shares	Sole	2021-01-26
2020-09-30	$22,709	113	0.0%	Shares	Sole	2020-11-03
2020-06-30	$22,331	113	-39.6%	Shares	Sole	2020-07-24
2020-03-31	$28,908	187	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.