MISSION WEALTH MANAGEMENT, LP
Position in GS — Goldman Sachs Group Inc
CIK 1645382
Santa Barbara, CA
Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,066,165
+$5,873,439 QoQ
Shares Held
9,953
+100.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#651
of 3,125 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $20,138,635 across 12 Capital Markets names. GS ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
9,953 | $10,066,165 | |
| 2 | MS |
Morgan Stanley
|
17,293 | $3,614,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,820 | $1,275,171 | |
| 4 | WULF |
Terawulf Inc.
|
51,522 | $1,272,593 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,858 | $771,000 | |
| 6 | IREN |
IREN Ltd
|
15,729 | $719,287 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
6,553 | $657,134 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
7,891 | $494,213 |
All Filings in GS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,066,165 | 9,953 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,192,726 | 4,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,039,884 | 4,596 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,297,104 | 5,396 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,741,166 | 5,286 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,803,013 | 5,131 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,984,128 | 3,465 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,540,782 | 3,112 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,392,693 | 3,079 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $871,719 | 2,087 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $497,643 | 1,290 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $335,218 | 1,036 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $333,506 | 1,034 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $308,137 | 942 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $237,618 | 692 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $239,992 | 808 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $307,570 | 804 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $259,328 | 686 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $304,003 | 801 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||