Sowell Financial Services LLC

Position in GS — Goldman Sachs Group Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in GS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,284,653

+$931,229 QoQ

Shares Held

6,214

-1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#196

of 1,117 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names. GS ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	40,917	$8,553,289
2	GS	Goldman Sachs Group Inc This page	6,214	$6,284,653
3	IBKR	Interactive Brokers Group, Inc.	26,868	$2,338,590
4	SCHW	Schwab Charles Corp	13,600	$1,254,872
5	HOOD	Robinhood Markets, Inc.	8,217	$824,000
6	TW	Tradeweb Markets Inc.	3,580	$356,782
7	SF	Stifel Financial Corp	4,928	$343,826
8	HLI	Houlihan Lokey, Inc.	2,482	$332,910

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,284,653	6,214	-1.8%	Shares	Sole	2026-07-20
2026-03-31	$5,353,424	6,328	+4.8%	Shares	Sole	2026-04-20
2025-12-31	$5,307,402	6,038	+3.3%	Shares	Sole	2026-01-21
2025-09-30	$4,653,073	5,843	-6.1%	Shares	Sole	2025-10-17
2025-06-30	$4,405,743	6,225	+10.7%	Shares	Sole	2025-07-14
2025-03-31	$3,070,696	5,621	+45.4%	Shares	Sole	2025-04-17
2023-03-31	$1,264,934	3,867	-73.7%	Shares	Sole	2023-05-12
2021-12-31	$5,615,451	14,679	+9.5%	Shares	Sole	2022-02-09
2021-09-30	$5,068,248	13,407	+15.5%	Shares	Sole	2021-11-04
2021-06-30	$4,404,445	11,605	+8.8%	Shares	Sole	2021-08-05
2021-03-31	$3,488,109	10,667	+10.1%	Shares	Sole	2021-05-07
2020-12-31	$2,554,822	9,688	+741.0%	Shares	Sole	2021-01-13
2020-09-30	$231,517	1,152	-53.1%	Shares	Sole	2020-11-12
2020-06-30	$485,552	2,457	-3.8%	Shares	Sole	2020-08-13
2020-03-31	$394,977	2,555	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.