BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in GS — Goldman Sachs Group Inc

CIK 1654599 MORRISTOWN, NJ

Position in GS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$9,158,966

+$2,257,380 QoQ

Shares Held

9,056

+11.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#691

of 3,125 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $57,442,830 across 8 Capital Markets names. GS ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	228,589	$47,784,244
2	GS	Goldman Sachs Group Inc This page	9,056	$9,158,966
3	JEF	Jefferies Financial Group Inc.	6,112	$305,477
4	IBKR	Interactive Brokers Group, Inc.	1,264	$110,018
5	SCHW	Schwab Charles Corp	350	$32,294
6	MIAX	Miami International Holdings, Inc.	700	$26,012
7	HOOD	Robinhood Markets, Inc.	250	$25,070
8	ABTC	American Bitcoin Corp.	73	$749

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,158,966	9,056	+11.0%	Shares	Sole	2026-07-08
2026-03-31	$6,901,586	8,158	+1226.5%	Shares	Sole	2026-04-14
2025-12-31	$540,585	615	+7.1%	Shares	Sole	2026-01-16
2025-09-30	$457,104	574	0.0%	Shares	Sole	2025-10-16
2025-06-30	$406,248	574	+9.5%	Shares	Sole	2025-07-15
2025-03-31	$286,255	524	-1.9%	Shares	Sole	2025-05-06
2024-12-31	$305,779	534	+13.1%	Shares	Sole	2025-01-17
2024-09-30	$233,691	472	-73.9%	Shares	Sole	2024-11-14
2021-06-30	$685,431	1,806	+9.7%	Shares	Sole	2021-08-02
2021-03-31	$538,242	1,646	-0.8%	Shares	Sole	2021-05-21
2020-12-31	$437,758	1,660	+0.9%	Shares	Sole	2021-02-08
2020-09-30	$330,595	1,645	+4.6%	Shares	Sole	2020-10-29
2020-06-30	$310,856	1,573	+0.1%	Shares	Sole	2020-07-28
2020-03-31	$243,015	1,572	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.