MV CAPITAL MANAGEMENT, INC.

Position in GS — Goldman Sachs Group Inc

CIK 1633366 BETHESDA, MD

Position in GS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$813,141

+$141,425 QoQ

Shares Held

804

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,878

of 3,124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $1,210,292 across 17 Capital Markets names. GS ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	804	$813,141
2	MS	Morgan Stanley	960	$200,678
3	SCHW	Schwab Charles Corp	1,534	$141,542
4	HOOD	Robinhood Markets, Inc.	367	$36,802
5	LPLA	LPL Financial Holdings Inc.	22	$6,196
6	XP	XP Inc.	249	$4,048
7	TW	Tradeweb Markets Inc.	23	$2,292
8	NMR	Nomura Holdings Inc	211	$1,852

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,141	804	+1.3%	Shares	Sole	2026-07-30
2026-03-31	$671,716	794	-0.1%	Shares	Sole	2026-04-30
2025-12-31	$698,805	795	+3.1%	Shares	Sole	2026-02-23
2025-09-30	$613,985	771	-10.6%	Shares	Sole	2026-02-23
2025-06-30	$610,080	862	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$475,272	870	-6.1%	Shares	Sole	2025-04-15
2024-12-31	$530,818	927	+0.2%	Shares	Sole	2025-02-12
2024-09-30	$457,976	925	+12.1%	Shares	Sole	2024-11-04
2024-06-30	$373,164	825	+3.3%	Shares	Sole	2024-08-01
2024-03-31	$333,734	799	+6.1%	Shares	Sole	2024-04-18
2023-12-31	$290,484	753	-20.5%	Shares	Sole	2024-01-29
2023-09-30	$306,420	947	+2.6%	Shares	Sole	2023-11-07
2023-06-30	$297,704	923	+2.9%	Shares	Sole	2023-08-03
2023-03-31	$293,417	897	+2.3%	Shares	Sole	2023-04-26
2022-12-31	$301,144	877	-2.3%	Shares	Sole	2023-01-27
2022-09-30	$263,158	898	+6.4%	Shares	Sole	2022-10-24
2022-06-30	$250,684	844	-3.7%	Shares	Sole	2022-07-19
2022-03-31	$289,167	876	-0.1%	Shares	Sole	2022-05-09
2021-12-31	$335,496	877	+1.5%	Shares	Sole	2022-02-02
2021-09-30	$326,617	864	+31.5%	Shares	Sole	2021-11-12
2021-06-30	$249,351	657	+7.9%	Shares	Sole	2021-08-03
2021-03-31	$199,143	609	+1.5%	Shares	Sole	2021-05-12
2020-12-31	$158,226	600	0.0%	Shares	Sole	2021-02-08
2020-09-30	$120,582	600	0.0%	Shares	Sole	2020-11-12
2020-06-30	$118,572	600	0.0%	Shares	Sole	2020-08-04
2020-03-31	$92,754	600	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.