RFG Advisory, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1633387 BIRMINGHAM, AL

Position in GS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,402,003

-$1,031,870 QoQ

Shares Held

2,375

-41.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#150

of 496 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

RFG Advisory, LLC holds $10,687,659 across 11 Capital Markets names. GS ranks #1 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,375	$2,402,003
2	WULF	Terawulf Inc.	95,263	$2,352,996
3	MS	Morgan Stanley	7,787	$1,627,794
4	EVR	Evercore Inc.	3,750	$1,280,400
5	GLXY	Galaxy Digital Inc.	44,950	$1,228,933
6	SCHW	Schwab Charles Corp	8,084	$745,910
7	HOOD	Robinhood Markets, Inc.	3,505	$351,481
8	IREN	IREN Ltd	6,654	$304,287

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,402,003	2,375	-41.5%	Shares	Sole	2026-07-15
2026-03-31	$3,433,873	4,059	+2.0%	Shares	Sole	2026-04-20
2025-12-31	$3,497,541	3,979	+6.5%	Shares	Sole	2026-02-03
2025-09-30	$2,975,959	3,737	+1.9%	Shares	Sole	2025-11-06
2025-06-30	$2,594,611	3,666	-22.3%	Shares	Sole	2025-07-28
2025-03-31	$2,576,303	4,716	+15.1%	Shares	Sole	2025-04-09
2024-12-31	$2,346,024	4,097	+15.5%	Shares	Sole	2025-01-21
2024-09-30	$1,756,650	3,548	+13.8%	Shares	Sole	2024-10-17
2024-06-30	$1,410,786	3,119	+29.9%	Shares	Sole	2024-07-15
2024-03-31	$1,002,873	2,401	+9.5%	Shares	Sole	2024-04-11
2023-12-31	$845,993	2,193	-28.2%	Shares	Sole	2024-01-25
2023-09-30	$988,506	3,055	-3.6%	Shares	Sole	2023-10-16
2023-06-30	$1,022,451	3,170	+10.2%	Shares	Sole	2023-08-03
2023-03-31	$940,768	2,876	+3.3%	Shares	Sole	2023-05-09
2022-12-31	$955,969	2,784	-11.5%	Shares	Sole	2023-02-15
2022-09-30	$922,228	3,147	-19.1%	Shares	Sole	2022-11-10
2022-06-30	$1,155,704	3,891	+155.8%	Shares	Sole	2022-08-09
2022-03-31	$502,082	1,521	+31.2%	Shares	Sole	2022-05-11
2021-12-31	$443,375	1,159	+15.6%	Shares	Sole	2022-02-02
2021-09-30	$379,164	1,003	-1.5%	Shares	Sole	2021-10-19
2021-06-30	$386,361	1,018	-1.0%	Shares	Sole	2021-07-29
2021-03-31	$336,156	1,028	+2.5%	Shares	Sole	2021-04-19
2020-12-31	$264,501	1,003	-4.2%	Shares	Sole	2021-02-02
2020-09-30	$210,415	1,047	+0.5%	Shares	Sole	2020-10-13
2020-06-30	$205,920	1,042	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.