Westbourne Investment Advisors, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1650092 ANNAPOLIS, MD

Position in GS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$17,080,016

+$2,375,864 QoQ

Shares Held

16,888

-2.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

5.07%

of 13F equity value

Holder Rank

#498

of 3,125 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $42,719,260 across 3 Capital Markets names. GS ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	16,888	$17,080,016
2	MS	Morgan Stanley	68,596	$14,339,307
3	SCHW	Schwab Charles Corp	122,466	$11,299,937

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,080,016	16,888	-2.8%	Shares	Sole	2026-07-27
2026-03-31	$14,704,152	17,381	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$15,472,158	17,602	-5.1%	Shares	Sole	2026-01-23
2025-09-30	$14,769,107	18,546	-6.6%	Shares	Sole	2025-10-20
2025-06-30	$14,056,622	19,861	+5.1%	Shares	Sole	2025-08-08
2025-03-31	$10,325,427	18,901	-0.5%	Shares	Sole	2025-04-30
2024-12-31	$10,874,626	18,991	-1.5%	Shares	Sole	2025-01-28
2024-09-30	$9,548,196	19,285	+0.2%	Shares	Sole	2024-10-29
2024-06-30	$8,705,350	19,246	-1.0%	Shares	Sole	2024-08-07
2024-03-31	$8,123,652	19,449	-0.2%	Shares	Sole	2024-04-22
2023-12-31	$7,515,956	19,483	+0.6%	Shares	Sole	2024-01-18
2023-09-30	$6,267,227	19,369	+1.1%	Shares	Sole	2023-11-06
2023-06-30	$6,177,286	19,152	+0.7%	Shares	Sole	2023-08-09
2023-03-31	$6,219,996	19,015	-2.7%	Shares	Sole	2023-04-24
2022-12-31	$6,709,645	19,540	-0.2%	Shares	Sole	2023-02-09
2022-09-30	$5,736,746	19,576	-3.0%	Shares	Sole	2022-11-02
2022-06-30	$5,995,051	20,184	+3.3%	Shares	Sole	2022-08-04
2022-03-31	$6,452,464	19,547	+5.2%	Shares	Sole	2022-06-15
2021-12-31	$7,107,779	18,580	+0.4%	Shares	Sole	2022-01-24
2021-09-30	$6,996,201	18,507	-1.5%	Shares	Sole	2021-10-25
2021-06-30	$7,133,266	18,795	+0.4%	Shares	Sole	2021-08-02
2021-03-31	$6,119,151	18,713	-2.7%	Shares	Sole	2021-04-27
2020-12-31	$5,071,670	19,232	+65.6%	Shares	Sole	2021-01-22
2020-03-31	$1,795,717	11,616	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.