Anchor Investment Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1634149 COLUMBIA, SC

Position in GS

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$3,889,862

-$102,556 QoQ

Shares Held

4,598

+1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Anchor Investment Management, LLC holds $11,892,812 across 10 Capital Markets names. GS ranks #1 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	4,598	$3,889,862
2	SCHW	Schwab Charles Corp	38,632	$3,630,635
3	LPLA	LPL Financial Holdings Inc.	10,884	$3,274,233
4	MS	Morgan Stanley	4,777	$786,150
5	IBKR	Interactive Brokers Group, Inc.	2,702	$181,223
6	HLI	Houlihan Lokey, Inc.	450	$64,629
7	MKTX	Marketaxess Holdings Inc	374	$61,702
8	PJT	PJT Partners Inc.	25	$3,493

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,889,862	4,598	+1.2%	Shares	Sole	2026-05-01
2025-12-31	$3,992,418	4,542	-4.0%	Shares	Sole	2026-02-26
2025-09-30	$3,768,328	4,732	-6.3%	Shares	Sole	2025-11-14
2025-06-30	$3,575,553	5,052	+8.9%	Shares	Sole	2025-08-19
2025-03-31	$2,535,331	4,641	+0.5%	Shares	Sole	2025-05-20
2024-12-31	$2,644,359	4,618	+9.2%	Shares	Sole	2025-02-13
2024-09-30	$2,094,315	4,230	+29.1%	Shares	Sole	2024-11-21
2024-06-30	$1,482,252	3,277	+10.0%	Shares	Sole	2024-09-20
2024-03-31	$1,244,298	2,979	+11.4%	Shares	Sole	2024-05-15
2023-12-31	$1,031,934	2,675	+0.4%	Shares	Sole	2024-01-02
2023-09-30	$862,314	2,665	-24.1%	Shares	Sole	2024-01-02
2023-06-30	$1,131,792	3,509	+2.5%	Shares	Sole	2024-01-02
2023-03-31	$1,119,370	3,422	+1.9%	Shares	Sole	2024-01-02
2022-12-31	$1,153,070	3,358	+3.8%	Shares	Sole	2024-01-02
2022-09-30	$947,723	3,234	-3.5%	Shares	Sole	2024-01-02
2022-06-30	$995,611	3,352	+12.3%	Shares	Sole	2024-01-02
2022-03-31	$985,018	2,984	+8.7%	Shares	Sole	2024-01-02
2021-12-31	$1,050,482	2,746	+5.5%	Shares	Sole	2024-01-02
2021-09-30	$984,390	2,604	+2.5%	Shares	Sole	2024-01-02
2021-06-30	$964,006	2,540	+7.7%	Shares	Sole	2024-01-02
2021-03-31	$771,066	2,358	-1.7%	Shares	Sole	2024-01-02
2020-12-31	$632,376	2,398	-11.4%	Shares	Sole	2024-01-02
2020-09-30	$544,226	2,708	-12.8%	Shares	Sole	2024-01-02
2020-06-30	$613,807	3,106	-4.6%	Shares	Sole	2024-01-02
2020-03-31	$503,190	3,255	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.