Position in GS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$155,267,545
+$30,862,178 QoQ
Shares Held
153,522
+4.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#148
of 3,125 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)
Derivatives in GS
reported options exposure · as of Jun 30, 2026CallValue
$101,137
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $279,080,076 across 24 Capital Markets names. GS ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
153,522 | $155,267,545 | |
| 2 | MS |
Morgan Stanley
|
280,037 | $58,538,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
327,673 | $30,234,387 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
182,934 | $9,143,041 | |
| 5 | TW |
Tradeweb Markets Inc.
|
77,150 | $7,688,769 | |
| 6 | EVR |
Evercore Inc.
|
21,658 | $7,394,907 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
35,742 | $3,584,207 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
14,304 | $1,245,020 |
All Filings in GS
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,137 | 100 | Call | Sole | 2026-07-17 | |
| 2026-06-30 | $155,267,545 | 153,522 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $124,405,367 | 147,053 | Shares | Sole | 2026-04-30 | |
| 2026-03-31 | $84,599 | 100 | Call | Sole | 2026-04-30 | |
| 2025-12-31 | $87,900 | 100 | Call | Sole | 2026-02-03 | |
| 2025-12-31 | $128,925,567 | 146,673 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $115,985,988 | 145,647 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $95,326,847 | 134,690 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $69,076,731 | 126,447 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $47,073,372 | 82,207 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $36,752,015 | 74,230 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $32,804,508 | 72,525 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $29,727,414 | 71,171 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $34,902,926 | 90,476 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $17,499,959 | 54,084 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,429,023 | 47,836 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,667,661 | 38,726 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $10,417,805 | 30,339 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,896,232 | 26,945 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $8,052,212 | 27,110 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,057,283 | 27,438 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,726,333 | 25,425 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $2,829,932 | 7,486 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $8,621,023 | 22,715 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,548,829 | 20,027 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,879,689 | 18,504 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,435,180 | 17,093 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $326,073 | 1,650 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $443,827 | 2,871 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||