Position in GS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,224,714
-$193,469 QoQ
Shares Held
9,722
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Stratos Wealth Partners, LTD. holds $61,783,395 across 12 Capital Markets names. GS ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAKA |
Nakamoto Inc.
|
4,473,285 | $39,543,839 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
9,722 | $8,224,714 | |
| 3 | SCHW |
Schwab Charles Corp
|
59,354 | $5,578,088 | |
| 4 | MS |
Morgan Stanley
|
27,006 | $4,444,377 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
19,668 | $1,362,992 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,085 | $627,230 | |
| 7 | HUT |
Hut 8 Corp.
|
11,949 | $560,527 | |
| 8 | SF |
Stifel Financial Corp
|
6,541 | $483,510 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,224,714 | 9,722 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,418,183 | 9,577 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,534,267 | 9,461 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,906,072 | 5,519 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,182,685 | 5,826 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,471,222 | 6,062 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,092,334 | 4,226 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,934,572 | 4,277 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,691,226 | 4,049 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,538,450 | 3,988 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,394,263 | 4,309 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,397,888 | 4,334 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,168,764 | 3,573 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,426,400 | 4,154 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,658,663 | 5,660 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,046,170 | 6,889 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,131,785 | 6,458 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,115,501 | 5,530 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,175,562 | 5,755 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,237,708 | 5,896 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,599,684 | 4,892 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,025,040 | 3,887 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $817,344 | 4,067 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $799,175 | 4,044 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $573,683 | 3,711 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||