Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$875,846
+$492,613 QoQ
Shares Held
866
+91.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,824
of 3,125 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $4,427,759 across 10 Capital Markets names. GS ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,702 | $982,906 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
866 | $875,846 | |
| 3 | EVR |
Evercore Inc.
|
1,491 | $509,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,809 | $443,726 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
7,367 | $368,202 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,327 | $331,568 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,714 | $308,011 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
4,295 | $255,853 |
All Filings in GS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,846 | 866 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $383,233 | 453 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,248,180 | 1,420 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,021,717 | 1,283 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $892,472 | 1,261 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $317,394 | 581 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $302,915 | 529 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $352,518 | 712 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $277,272 | 613 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $204,668 | 490 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $418,373 | 1,279 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $450,857 | 1,313 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $380,378 | 1,298 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $346,622 | 1,167 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $350,433 | 927 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $296,412 | 781 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $783,819 | 2,397 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $626,838 | 2,377 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $477,705 | 2,377 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,786,228 | 39,400 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,090,846 | 39,400 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||