Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$186,983,095
+$31,864,908 QoQ
Shares Held
184,881
+0.8% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#132
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 10%
None 22%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Mar 31, 2026CallValue
$761,391
CallShares
900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. GS ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in GS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,983,095 | 184,881 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $155,118,187 | 183,357 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $761,391 | 900 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $163,746,273 | 186,287 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $143,582,701 | 180,301 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $124,287,269 | 175,609 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $96,974,123 | 177,514 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $45,981,958 | 80,301 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $39,313,714 | 79,404 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $31,984,904 | 70,713 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $31,381,049 | 75,130 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $20,507,533 | 53,160 | Call | Sole | 2024-01-26 | |
| 2023-09-30 | $7,980,530 | 24,664 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,651,732 | 76,430 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,594,469 | 69,073 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,186,202 | 61,699 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $15,350,838 | 52,383 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,702,853 | 52,868 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,444,261 | 49,816 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $17,714,742 | 46,307 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,809,592 | 41,821 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $14,214,537 | 37,453 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,398,239 | 34,857 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $9,154,956 | 34,716 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,077,359 | 35,216 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,619,281 | 33,495 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,533,154 | 22,855 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||