Position in GS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,297,031
+$235,037 QoQ
Shares Held
22,810
+5.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 5.799833413703915.ToString("F0")%
Shared 0.ToString("F0")%
None 94.20016658629609.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Waverly Advisors, LLC holds $57,892,681 across 16 Capital Markets names. GS ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
22,810 | $19,297,031 | |
| 2 | MS |
Morgan Stanley
|
112,548 | $18,522,024 | |
| 3 | SCHW |
Schwab Charles Corp
|
127,577 | $11,989,686 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,254 | $2,304,502 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
29,812 | $1,012,117 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,740 | $824,274 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
7,109 | $678,269 | |
| 8 | SF |
Stifel Financial Corp
|
8,601 | $635,785 |
All Filings in GS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,297,031 | 22,810 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,061,994 | 21,686 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,246,635 | 12,867 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,878,016 | 12,544 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,853,208 | 12,545 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,195,542 | 12,566 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,652,921 | 7,378 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,420,896 | 7,563 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,083,805 | 7,383 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,149,944 | 15,942 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,521,748 | 4,703 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $944,396 | 2,928 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $914,926 | 2,797 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $969,018 | 2,822 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $959,445 | 3,274 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,015,214 | 3,418 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||