Regal Investment Advisors LLC

Position in GS — Goldman Sachs Group Inc

CIK 1559789 KENTWOOD, MI

Position in GS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$596,708

+$65,427 QoQ

Shares Held

590

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,081

of 3,136 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $2,234,411 across 3 Capital Markets names. GS ranks #3 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,008	$837,832
2	TW	Tradeweb Markets Inc.	8,026	$799,871
3	GS	Goldman Sachs Group Inc This page	590	$596,708

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,708	590	-6.1%	Shares	Sole	2026-08-14
2026-03-31	$531,281	628	-1.3%	Shares	Sole	2026-05-14
2025-12-31	$559,044	636	+15.8%	Shares	Sole	2026-02-17
2025-09-30	$437,196	549	+12.7%	Shares	Sole	2025-11-13
2025-06-30	$344,674	487	-31.4%	Shares	Sole	2025-08-11
2024-09-30	$351,528	710	-35.7%	Shares	Sole	2024-11-12
2024-06-30	$499,813	1,105	-2.6%	Shares	Sole	2024-08-15
2024-03-31	$473,660	1,134	+10.3%	Shares	Sole	2024-05-15
2023-12-31	$396,571	1,028	-7.6%	Shares	Sole	2024-02-14
2023-09-30	$360,133	1,113	-8.1%	Shares	Sole	2023-11-13
2023-06-30	$390,595	1,211	-0.1%	Shares	Sole	2023-08-11
2023-03-31	$396,457	1,212	-9.6%	Shares	Sole	2023-05-11
2022-12-31	$460,129	1,340	+18.2%	Shares	Sole	2023-03-01
2022-09-30	$332,318	1,134	-6.2%	Shares	Sole	2022-11-15
2022-06-30	$359,097	1,209	+25.3%	Shares	Sole	2022-08-09
2022-03-31	$318,546	965	+22.9%	Shares	Sole	2022-05-09
2021-12-31	$300,301	785	-1.4%	Shares	Sole	2022-02-10
2021-09-30	$300,911	796	+18.8%	Shares	Sole	2021-11-05
2021-06-30	$254,285	670	-70.2%	Shares	Sole	2021-08-09
2020-06-30	$443,854	2,246	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.