One Capital Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1606588 WESTLAKE VILLAGE, CA

Position in GS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$973,949

+$159,261 QoQ

Shares Held

963

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,765

of 3,125 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

One Capital Management, LLC holds $9,488,173 across 5 Capital Markets names. GS ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	50,794	$4,012,765
2	PIPR	Piper Sandler Companies	29,884	$2,161,808
3	MS	Morgan Stanley	7,139	$1,492,336
4	GS	Goldman Sachs Group Inc This page	963	$973,949
5	SCHW	Schwab Charles Corp	9,183	$847,315

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$973,949	963	0.0%	Shares	Sole	2026-08-13
2026-03-31	$814,688	963	+22.2%	Shares	Sole	2026-05-13
2025-12-31	$692,652	788	-9.1%	Shares	Sole	2026-02-10
2025-09-30	$690,435	867	-1.4%	Shares	Sole	2025-11-14
2025-06-30	$622,112	879	+16.9%	Shares	Sole	2025-08-11
2025-03-31	$410,810	752	+17.5%	Shares	Sole	2025-05-14
2024-12-31	$366,476	640	0.0%	Shares	Sole	2025-02-06
2024-09-30	$316,870	640	+19.0%	Shares	Sole	2024-11-12
2024-06-30	$243,348	538	-49.3%	Shares	Sole	2024-08-09
2022-09-30	$310,926	1,061	-2.7%	Shares	Sole	2022-11-14
2022-06-30	$324,048	1,091	-3.5%	Shares	Sole	2022-08-15
2022-03-31	$373,343	1,131	-16.1%	Shares	Sole	2022-05-17
2021-12-31	$515,677	1,348	+65.6%	Shares	Sole	2022-01-31
2021-09-30	$307,716	814	+0.7%	Shares	Sole	2021-11-12
2021-06-30	$306,660	808	+30.5%	Shares	Sole	2021-08-16
2021-03-31	$202,413	619	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.