Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,637,833
+$1,609,469 QoQ
Shares Held
11,507
-2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#604
of 3,125 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 89%
Shared 1%
None 10%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $14,260,016 across 4 Capital Markets names. GS ranks #1 (81.6% of the industry book) .
All Filings in GS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,637,833 | 11,507 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $10,028,364 | 11,854 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $11,217,798 | 12,762 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $9,784,751 | 12,287 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $9,687,681 | 13,688 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $319,033 | 584 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $344,717 | 602 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $293,105 | 592 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $541,694 | 1,656 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $6,449,493 | 19,538 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||