IFP Advisors, Inc

Position in GS — Goldman Sachs Group Inc

CIK 1641866 TAMPA, FL

Position in GS

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

Position Value

$9,276,285

+$2,109,058 QoQ

Shares Held

9,172

+8.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#81

of 628 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. GS ranks #1 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	9,172	$9,276,285
2	SCHW	Schwab Charles Corp	62,623	$5,778,224
3	MS	Morgan Stanley	21,762	$4,549,128
4	HOOD	Robinhood Markets, Inc.	12,430	$1,246,480
5	HUT	Hut 8 Corp.	5,601	$646,607
6	SF	Stifel Financial Corp	6,018	$419,875
7	WULF	Terawulf Inc.	15,124	$373,562
8	PWP	Perella Weinberg Partners	21,354	$340,809

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,276,285	9,172	+8.3%	Shares	Sole	2026-07-20
2026-03-31	$7,167,227	8,472	+87.6%	Shares	Sole	2026-04-13
2025-12-31	$3,970,443	4,517	+68.7%	Shares	Sole	2026-02-06
2025-09-30	$2,132,625	2,678	+4.5%	Shares	Sole	2026-02-06
2025-06-30	$1,813,963	2,563	-39.2%	Shares	Sole	2025-07-24
2025-03-31	$2,304,251	4,218	-2.7%	Shares	Sole	2025-05-05
2024-12-31	$2,482,307	4,335	+41.7%	Shares	Sole	2025-02-04
2024-09-30	$1,515,036	3,060	+21.9%	Shares	Sole	2025-02-04
2024-06-30	$1,135,323	2,510	+263.2%	Shares	Sole	2024-07-30
2024-03-31	$288,623	691	+1.5%	Shares	Sole	2024-07-30
2023-12-31	$262,709	681	-7.6%	Shares	Sole	2024-01-09
2023-09-30	$238,471	737	-16.8%	Shares	Sole	2023-10-12
2023-06-30	$285,770	886	-66.9%	Shares	Sole	2023-08-14
2023-03-31	$874,692	2,674	+0.7%	Shares	Sole	2023-04-18
2022-12-31	$912,017	2,656	-43.7%	Shares	Sole	2023-02-07
2022-09-30	$1,382,023	4,716	+8.6%	Shares	Sole	2022-11-08
2022-06-30	$1,289,957	4,343	0.0%	Shares	Sole	2022-09-06
2022-03-31	$1,433,624	4,343	+209.1%	Shares	Sole	2022-09-06
2021-12-31	$537,482	1,405	+13.0%	Shares	Sole	2022-01-12
2021-09-30	$469,891	1,243	+13.7%	Shares	Sole	2021-10-06
2021-06-30	$414,826	1,093	+4.7%	Shares	Sole	2021-07-13
2021-03-31	$341,388	1,044	-13.9%	Shares	Sole	2021-04-30
2020-12-31	$319,616	1,212	+87.9%	Shares	Sole	2021-01-25
2020-09-30	$129,625	645	-27.5%	Shares	Sole	2020-10-29
2020-06-30	$175,881	890	-50.6%	Shares	Sole	2020-08-05
2020-03-31	$278,725	1,803	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.