Capital Analysts, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1624758 FORT WASHINGTON, PA

Back to GS Full portfolio

Position in GS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$34,978,231

+$4,960,815 QoQ

Shares Held

34,585

-2.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

2.80%

of 13F equity value

Holder Rank

#351

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in GS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Capital Analysts, LLC holds $64,956,377 across 9 Capital Markets names. GS ranks #1 (53.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	34,585	$34,978,231
2	MS	Morgan Stanley	121,253	$25,346,726
3	SCHW	Schwab Charles Corp	48,221	$4,449,350
4	LPLA	LPL Financial Holdings Inc.	265	$74,645
5	IREN	IREN Ltd	1,214	$55,516
6	IBKR	Interactive Brokers Group, Inc.	292	$25,415
7	CLSK	Cleanspark, Inc.	1,366	$19,875
8	HOOD	Robinhood Markets, Inc.	66	$6,618

All Filings in GS

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,978,231	34,585	-2.5%	Shares	Defined	2026-08-05
2026-03-31	$30,017,416	35,482	-4.2%	Shares	Defined	2026-05-14
2025-12-31	$32,565,192	37,048	-1.1%	Shares	Defined	2026-05-15
2025-09-30	$29,825,695	37,453	-0.9%	Shares	Defined	2025-11-14
2025-06-30	$26,754,364	37,802	+2.1%	Shares	Defined	2025-08-13
2025-03-31	$20,217,645	37,009	+1.3%	Shares	Defined	2025-05-14
2024-12-31	$20,930,405	36,552	-0.6%	Shares	Defined	2025-02-14
2024-09-30	$18,202,718	36,765	-1.2%	Shares	Defined	2024-11-13
2024-06-30	$16,833,992	37,217	+0.8%	Shares	Defined	2024-08-14
2024-03-31	$15,426,962	36,934	+0.7%	Shares	Defined	2024-05-14
2023-12-31	$14,146,956	36,672	+4.1%	Shares	Defined	2024-01-30
2023-09-30	$11,400,341	35,233	+6.4%	Shares	Defined	2023-11-13
2023-06-30	$10,684,137	33,125	+3.8%	Shares	Defined	2023-08-11
2023-03-31	$10,433,827	31,897	+3.9%	Shares	Defined	2023-05-05
2022-12-31	$10,538,331	30,690	+2.3%	Shares	Defined	2023-02-08
2022-09-30	$8,787,396	29,986	+5.9%	Shares	Defined	2022-11-14
2022-06-30	$8,413,982	28,328	+4.2%	Shares	Defined	2022-08-12
2022-03-31	$8,974,097	27,186	+2.1%	Shares	Defined	2022-05-12
2021-12-31	$10,182,715	26,618	-0.4%	Shares	Defined	2022-02-10
2021-09-30	$10,103,229	26,726	-0.1%	Shares	Defined	2021-11-04
2021-06-30	$10,157,361	26,763	+1.0%	Shares	Defined	2021-11-15
2021-03-31	$8,662,884	26,492	+116.9%	Shares	Defined	2021-05-17
2020-12-31	$3,221,217	12,215	+2.0%	Shares	Sole	2021-02-16
2020-09-30	$2,406,816	11,976	-1.3%	Shares	Sole	2020-11-12
2020-06-30	$2,397,328	12,131	-0.7%	Shares	Sole	2020-08-07
2020-03-31	$1,888,935	12,219	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.