JFS WEALTH ADVISORS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1568068 HERMITAGE, PA

Position in GS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,902,631

+$422,189 QoQ

Shares Held

2,870

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#1,159

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $6,565,681 across 24 Capital Markets names. GS ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,870	$2,902,631
2	SCHW	Schwab Charles Corp	23,357	$2,155,150
3	WULF	Terawulf Inc.	30,000	$741,000
4	MS	Morgan Stanley	2,607	$544,967
5	HOOD	Robinhood Markets, Inc.	593	$59,466
6	LPLA	LPL Financial Holdings Inc.	83	$23,379
7	NMR	Nomura Holdings Inc	2,303	$20,220
8	SF	Stifel Financial Corp	205	$14,302

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,902,631	2,870	-2.1%	Shares	Sole	2026-07-10
2026-03-31	$2,480,442	2,932	+0.2%	Shares	Sole	2026-04-21
2025-12-31	$2,572,833	2,927	-4.6%	Shares	Sole	2026-01-14
2025-09-30	$2,443,998	3,069	+7.9%	Shares	Sole	2025-11-10
2025-06-30	$2,012,841	2,844	-0.8%	Shares	Sole	2025-07-24
2025-03-31	$1,566,759	2,868	-0.3%	Shares	Sole	2025-04-22
2024-12-31	$1,648,000	2,878	+1.3%	Shares	Sole	2025-01-31
2024-09-30	$1,407,102	2,842	+64.8%	Shares	Sole	2024-10-25
2024-06-30	$779,799	1,724	-2.8%	Shares	Sole	2024-07-15
2024-03-31	$740,564	1,773	+2.7%	Shares	Sole	2024-04-30
2023-12-31	$665,839	1,726	-0.9%	Shares	Sole	2024-02-07
2023-09-30	$563,335	1,741	+1.0%	Shares	Sole	2023-11-02
2023-06-30	$555,736	1,723	0.0%	Shares	Sole	2023-08-07
2023-03-31	$563,610	1,723	-1.3%	Shares	Sole	2023-04-19
2022-12-31	$599,541	1,746	-3.8%	Shares	Sole	2023-02-13
2022-09-30	$531,885	1,815	+4.0%	Shares	Sole	2022-10-21
2022-06-30	$518,299	1,745	-1.7%	Shares	Sole	2022-08-02
2022-03-31	$585,927	1,775	+1.1%	Shares	Sole	2022-05-02
2021-12-31	$671,375	1,755	+8.2%	Shares	Sole	2022-02-03
2021-09-30	$613,164	1,622	+6.2%	Shares	Sole	2021-11-09
2021-06-30	$579,921	1,528	0.0%	Shares	Sole	2021-08-04
2021-03-31	$499,656	1,528	0.0%	Shares	Sole	2021-04-28
2020-12-31	$402,948	1,528	+1.9%	Shares	Sole	2021-02-01
2020-09-30	$301,455	1,500	0.0%	Shares	Sole	2020-10-28
2020-06-30	$296,430	1,500	0.0%	Shares	Sole	2020-08-05
2020-03-31	$231,885	1,500	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.