Allworth Financial LP

Position in GS — Goldman Sachs Group Inc

CIK 1555170 FOLSOM, CA

Position in GS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,568,815

+$940,603 QoQ

Shares Held

10,450

-8.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#642

of 3,140 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. GS ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	10,450	$10,568,815
2	MS	Morgan Stanley	43,540	$9,101,600
3	SCHW	Schwab Charles Corp	51,751	$4,775,064
4	HOOD	Robinhood Markets, Inc.	16,528	$1,657,427
5	LPLA	LPL Financial Holdings Inc.	4,107	$1,156,859
6	EVR	Evercore Inc.	2,123	$724,877
7	IBKR	Interactive Brokers Group, Inc.	6,968	$606,494
8	JEF	Jefferies Financial Group Inc.	11,649	$582,217

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,568,815	10,450	-8.2%	Shares	Sole	2026-08-11
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.