Position in GS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,512,456
+$3,296,042 QoQ
Shares Held
7,428
+49.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#775
of 3,124 holders
Holding Since
Jun 2021
21 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, 2026Dynamic Advisor Solutions LLC holds $19,732,460 across 6 Capital Markets names. GS ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
39,848 | $8,329,825 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
7,428 | $7,512,456 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,348 | $2,338,859 | |
| 4 | EVR |
Evercore Inc.
|
2,915 | $995,297 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,927 | $293,519 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,634 | $262,504 |
All Filings in GS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,512,456 | 7,428 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,216,414 | 4,984 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,221,837 | 4,803 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,922,023 | 4,925 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,728,376 | 3,855 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,867,765 | 3,419 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,126,916 | 1,968 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,534,841 | 3,100 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,441,091 | 3,186 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,215,060 | 2,909 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,028,462 | 2,666 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $889,817 | 2,750 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $666,690 | 2,067 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $780,811 | 2,387 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $964,554 | 2,809 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,498,950 | 5,115 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,539,157 | 5,182 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,799,705 | 5,452 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,147,267 | 2,999 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,001,779 | 2,650 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $726,799 | 1,915 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||