Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,348,237
+$4,019,020 QoQ
Shares Held
22,097
+2.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#32
of 628 holders
Holding Since
Mar 2020
24 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, 2026Merit Financial Group, LLC holds $66,761,336 across 25 Capital Markets names. GS ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
22,097 | $22,348,237 | |
| 2 | MS |
Morgan Stanley
|
106,437 | $22,249,586 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,252 | $6,482,146 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,028 | $2,509,803 | |
| 5 | EVR |
Evercore Inc.
|
7,157 | $2,443,683 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
35,494 | $1,773,987 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
4,730 | $1,332,343 | |
| 8 | TW |
Tradeweb Markets Inc.
|
10,366 | $1,033,073 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,348,237 | 22,097 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $18,329,217 | 21,666 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $18,208,485 | 20,715 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $15,285,935 | 19,195 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $13,487,591 | 19,057 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,099,874 | 11,166 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,045,149 | 10,557 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,859,999 | 9,816 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,881,889 | 10,793 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,316,040 | 7,939 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,199,274 | 5,701 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,592,119 | 8,011 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,606,445 | 8,081 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,638,469 | 8,066 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,237,043 | 9,427 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,728,881 | 9,312 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,762,286 | 9,300 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,446,828 | 4,383 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,581,079 | 4,133 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,554,081 | 4,111 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,551,518 | 4,088 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,495,698 | 4,574 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $793,767 | 3,010 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $513,084 | 3,319 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||