BEACON FINANCIAL GROUP

Position in GS — Goldman Sachs Group Inc

CIK 1591379 DALLAS, TX

Position in GS

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

Position Value

$630,083

+$147,023 QoQ

Shares Held

623

+9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,034

of 3,125 holders

Holding Since

Sep 2024

8 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $4,773,248 across 5 Capital Markets names. GS ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	32,102	$2,962,051
2	MS	Morgan Stanley	4,250	$888,420
3	GS	Goldman Sachs Group Inc This page	623	$630,083
4	HUT	Hut 8 Corp.	2,348	$271,064
5	BTBT	Bit Digital, Inc	12,017	$21,630

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$630,083	623	+9.1%	Shares	Sole	2026-07-16
2026-03-31	$483,060	571	+0.5%	Shares	Sole	2026-04-30
2025-12-31	$499,272	568	+1.1%	Shares	Sole	2026-04-01
2025-09-30	$447,548	562	0.0%	Shares	Sole	2025-10-08
2025-06-30	$397,755	562	+16.4%	Shares	Sole	2025-07-09
2025-03-31	$263,858	483	+2.3%	Shares	Sole	2025-04-10
2024-12-31	$270,276	472	-3.5%	Shares	Sole	2025-01-29
2024-09-30	$242,108	489	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.