Position in GS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,854,250
-$227,551 QoQ
Shares Held
6,920
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Proficio Capital Partners LLC holds $6,214,267 across 3 Capital Markets names. GS ranks #1 (94.2% of the industry book) .
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,854,250 | 6,920 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,081,801 | 6,919 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,510,742 | 6,920 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,688,186 | 8,037 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,374,144 | 8,007 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,532,859 | 7,916 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,719,266 | 7,512 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,538,951 | 7,824 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,250,045 | 7,781 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,993,960 | 7,761 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,162,896 | 9,775 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,297,971 | 10,225 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,360,073 | 10,272 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,525,482 | 10,267 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,957,460 | 10,092 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,997,525 | 10,092 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,284,164 | 9,949 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,534,379 | 9,239 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,465,022 | 9,166 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,484,085 | 9,180 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,031,944 | 9,272 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,487,576 | 9,433 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,822,998 | 9,071 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,757,434 | 8,893 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,392,082 | 9,005 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||