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Equibles

Proficio Capital Partners LLC

Position in GS — Goldman Sachs Group Inc

CIK 1654175 NEWTON, MA
Back to GS Full portfolio

Position in GS

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$8,204,233
+$2,349,983 QoQ
Shares Held
8,112
+17.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#741
of 3,140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $11,842,265 across 8 Capital Markets names. GS ranks #1 (69.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
This page 		8,112 $8,204,233
2 MS
Morgan Stanley
 8,753 $1,829,727
3 SCHW
Schwab Charles Corp
 7,549 $696,546
4 EVR
Evercore Inc.
 1,073 $366,365
5 HOOD
Robinhood Markets, Inc.
 2,643 $265,040
6 JEF
Jefferies Financial Group Inc.
 4,453 $222,560
7 SF
Stifel Financial Corp
 2,979 $207,844
8 SLNH
Soluna Holdings, Inc
 37,000 $49,950

All Filings in GS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,204,233 8,112
2026-03-31 $5,854,250 6,920
2025-12-31 $6,081,801 6,919
2025-09-30 $5,510,742 6,920
2025-06-30 $5,688,186 8,037
2025-03-31 $4,374,144 8,007
2024-12-31 $4,532,859 7,916
2024-09-30 $3,719,266 7,512
2024-06-30 $3,538,951 7,824
2024-03-31 $3,250,045 7,781
2023-12-31 $2,993,960 7,761
2023-09-30 $3,162,896 9,775
2023-06-30 $3,297,971 10,225
2023-03-31 $3,360,073 10,272
2022-12-31 $3,525,482 10,267
2022-09-30 $2,957,460 10,092
2022-06-30 $2,997,525 10,092
2022-03-31 $3,284,164 9,949
2021-12-31 $3,534,379 9,239
2021-09-30 $3,465,022 9,166
2021-06-30 $3,484,085 9,180
2021-03-31 $3,031,944 9,272
2020-12-31 $2,487,576 9,433
2020-09-30 $1,822,998 9,071
2020-06-30 $1,757,434 8,893
2020-03-31 $1,392,082 9,005