Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$487,480
+$121,167 QoQ
Shares Held
482
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,205
of 3,125 holders
Holding Since
Sep 2024
8 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, 2026RKL Wealth Management LLC holds $1,000,464 across 2 Capital Markets names. GS ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,454 | $512,984 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
482 | $487,480 |
All Filings in GS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,480 | 482 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $366,313 | 433 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $489,603 | 557 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $611,596 | 768 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $500,379 | 707 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $391,143 | 716 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $409,423 | 715 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $355,488 | 718 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||