Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$319,592
-$291,039 QoQ
Shares Held
316
-76.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,512
of 3,125 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $9,062,397 across 3 Capital Markets names. GS ranks #3 (3.5% of the industry book) .
All Filings in GS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,592 | 316 | Shares | Other | 2026-08-04 | |
| 2024-06-30 | $610,631 | 1,350 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,248,474 | 2,989 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $1,620,619 | 4,201 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,327,607 | 4,103 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,242,101 | 3,851 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $1,144,885 | 3,500 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $1,043,531 | 3,039 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $755,775 | 2,579 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $495,429 | 1,668 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $316,896 | 960 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $501,140 | 1,310 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||