Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,985,256
+$1,610,801 QoQ
Shares Held
9,873
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#659
of 3,146 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $24,041,833 across 9 Capital Markets names. GS ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
9,873 | $9,985,256 | |
| 2 | MS |
Morgan Stanley
|
46,639 | $9,749,416 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
19,915 | $995,351 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,980 | $868,659 | |
| 5 | SCHW |
Schwab Charles Corp
|
8,812 | $813,083 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
7,028 | $704,767 | |
| 7 | ETOR |
eToro Group Ltd.
|
14,000 | $552,580 | |
| 8 | EVR |
Evercore Inc.
|
1,026 | $350,317 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,985,256 | 9,873 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,374,455 | 9,899 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $8,515,752 | 9,688 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,757,245 | 9,741 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,746,980 | 9,533 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,016,034 | 9,182 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,458,213 | 9,532 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,611,949 | 9,315 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,971,821 | 8,781 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,823,951 | 9,155 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,528,638 | 9,147 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,073,915 | 9,500 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,221,852 | 9,989 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,268,156 | 9,991 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,481,873 | 10,140 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,976,215 | 10,156 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,890,004 | 9,730 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,194,047 | 9,676 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,680,896 | 9,622 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,593,553 | 9,506 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,553,918 | 9,364 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,038,157 | 9,291 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,305,616 | 8,743 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,756,075 | 8,738 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,697,555 | 8,590 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,196,217 | 7,738 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||