Segment Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1575581 HOUSTON, TX

Position in GS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$22,456,459

+$3,947,890 QoQ

Shares Held

22,204

+1.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#434

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

Segment Wealth Management, LLC holds $26,290,661 across 4 Capital Markets names. GS ranks #1 (85.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	22,204	$22,456,459
2	LPLA	LPL Financial Holdings Inc.	9,995	$2,815,391
3	MS	Morgan Stanley	3,825	$799,578
4	SCHW	Schwab Charles Corp	2,376	$219,233

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,456,459	22,204	+1.5%	Shares	Sole	2026-07-16
2026-03-31	$18,508,569	21,878	+9.2%	Shares	Sole	2026-04-20
2025-12-31	$17,606,370	20,030	+0.0%	Shares	Sole	2026-01-29
2025-09-30	$15,947,705	20,026	+0.1%	Shares	Sole	2025-10-20
2025-06-30	$14,157,123	20,003	-2.4%	Shares	Sole	2025-07-21
2025-03-31	$11,192,935	20,489	+0.1%	Shares	Sole	2025-04-22
2024-12-31	$11,715,805	20,460	-0.0%	Shares	Sole	2025-01-17
2024-09-30	$10,130,940	20,462	+0.2%	Shares	Sole	2024-10-22
2024-06-30	$9,238,183	20,424	+0.1%	Shares	Sole	2024-07-23
2024-03-31	$8,524,635	20,409	+3.7%	Shares	Sole	2024-04-24
2023-12-31	$7,590,024	19,675	+2.0%	Shares	Sole	2024-01-26
2023-09-30	$6,243,606	19,296	+3.5%	Shares	Sole	2023-10-25
2023-06-30	$6,011,823	18,639	-0.7%	Shares	Sole	2023-08-22
2023-03-31	$6,142,471	18,778	+1.0%	Shares	Sole	2023-04-20
2022-12-31	$6,383,090	18,589	-0.2%	Shares	Sole	2023-01-13
2022-09-30	$5,458,056	18,625	+4.6%	Shares	Sole	2022-10-24
2022-06-30	$5,287,253	17,801	+6.1%	Shares	Sole	2022-07-20
2022-03-31	$5,536,767	16,773	+7.5%	Shares	Sole	2022-04-25
2021-12-31	$5,968,162	15,601	+0.3%	Shares	Sole	2022-01-24
2021-09-30	$5,877,232	15,547	-0.6%	Shares	Sole	2021-10-19
2021-06-30	$5,934,710	15,637	+1.9%	Shares	Sole	2021-07-20
2021-03-31	$5,019,123	15,349	+1.8%	Shares	Sole	2021-05-10
2020-12-31	$3,974,373	15,071	-4.6%	Shares	Sole	2021-01-27
2020-09-30	$3,173,919	15,793	-36.5%	Shares	Sole	2020-10-27
2020-06-30	$4,914,611	24,869	+1.7%	Shares	Sole	2020-07-15
2020-03-31	$3,778,797	24,444	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.