Jackson, Grant Investment Advisers, Inc.
Position in GS — Goldman Sachs Group Inc
CIK 1650300
STAMFORD, CT
Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$182,046
+$29,768 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,886
of 3,125 holders
Holding Since
Mar 2021
22 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, 2026Jackson, Grant Investment Advisers, Inc. holds $232,331 across 4 Capital Markets names. GS ranks #1 (78.4% of the industry book) .
All Filings in GS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,046 | 180 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $152,278 | 180 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $143,277 | 163 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $129,805 | 163 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $115,363 | 163 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $89,045 | 163 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $93,337 | 163 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $72,781 | 147 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $66,491 | 147 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $61,400 | 147 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $56,708 | 147 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $47,564 | 147 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $47,413 | 147 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $48,085 | 147 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $50,476 | 147 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $43,078 | 147 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,661 | 147 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $48,524 | 147 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $56,234 | 147 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $55,570 | 147 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $55,790 | 147 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $43,818 | 134 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||