Allen Capital Group, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1601384 GRAND ISLAND, NE

Position in GS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$968,892

+$204,118 QoQ

Shares Held

958

+6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,770

of 3,125 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allen Capital Group, LLC holds $12,797,700 across 4 Capital Markets names. GS ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	115,181	$10,627,750
2	MS	Morgan Stanley	4,649	$971,826
3	GS	Goldman Sachs Group Inc This page	958	$968,892
4	MRX	Marex Group Ltd	3,761	$229,232

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$968,892	958	+6.0%	Shares	Sole	2026-07-27
2026-03-31	$764,774	904	+17.7%	Shares	Sole	2026-05-27
2025-12-31	$675,072	768	+6.4%	Shares	Sole	2026-02-09
2025-09-30	$574,964	722	+2.3%	Shares	Sole	2025-10-27
2025-06-30	$499,671	706	+14.8%	Shares	Sole	2025-08-12
2025-03-31	$335,968	615	+2.7%	Shares	Sole	2025-05-02
2024-12-31	$342,999	599	+4.2%	Shares	Sole	2025-01-23
2024-09-30	$284,688	575	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.