Ellevest, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1644128 NEW YORK, NY

Position in GS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,506,174

+$418,271 QoQ

Shares Held

2,478

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,228

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $5,610,500 across 5 Capital Markets names. GS ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,478	$2,506,174
2	MS	Morgan Stanley	5,501	$1,149,929
3	NMR	Nomura Holdings Inc	81,348	$714,235
4	HOOD	Robinhood Markets, Inc.	6,377	$639,485
5	SCHW	Schwab Charles Corp	6,510	$600,677

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,506,174	2,478	+0.4%	Shares	Sole	2026-08-10
2026-03-31	$2,087,903	2,468	+0.4%	Shares	Sole	2026-05-11
2025-12-31	$2,159,703	2,457	-5.0%	Shares	Sole	2026-02-10
2025-09-30	$2,060,157	2,587	-9.6%	Shares	Sole	2025-11-14
2025-06-30	$2,026,288	2,863	-5.2%	Shares	Sole	2025-08-05
2025-03-31	$1,649,795	3,020	-1.3%	Shares	Sole	2025-05-14
2024-12-31	$1,752,217	3,060	+2.7%	Shares	Sole	2025-02-14
2024-09-30	$1,475,922	2,981	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$1,366,458	3,021	+2.8%	Shares	Sole	2024-08-14
2024-03-31	$1,227,173	2,938	+10.2%	Shares	Sole	2024-05-13
2023-12-31	$1,028,848	2,667	+5.3%	Shares	Sole	2024-02-06
2023-09-30	$819,602	2,533	+5.9%	Shares	Sole	2023-11-09
2023-06-30	$771,515	2,392	+0.7%	Shares	Sole	2023-08-09
2023-03-31	$777,213	2,376	+7.8%	Shares	Sole	2023-05-04
2022-12-31	$756,809	2,204	+3.0%	Shares	Sole	2023-02-03
2022-09-30	$627,127	2,140	+72.4%	Shares	Sole	2022-11-02
2022-06-30	$368,601	1,241	-14.4%	Shares	Sole	2022-07-18
2022-03-31	$478,314	1,449	+15.9%	Shares	Sole	2022-04-19
2021-12-31	$478,187	1,250	+17.8%	Shares	Sole	2022-01-24
2021-09-30	$401,089	1,061	+14.1%	Shares	Sole	2021-10-19
2021-06-30	$352,962	930	+26.2%	Shares	Sole	2021-07-13
2021-03-31	$240,999	737	+33.0%	Shares	Sole	2021-05-03
2020-12-31	$146,095	554	+13.8%	Shares	Sole	2021-02-04
2020-09-30	$97,872	487	+576.4%	Shares	Sole	2020-10-26
2020-06-30	$14,228	72	+60.0%	Shares	Sole	2020-07-06
2020-03-31	$6,956	45	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.