Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,187,838
+$533,968 QoQ
Shares Held
3,152
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,118
of 3,125 holders
Holding Since
Jun 2020
16 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, 2026Krilogy Financial LLC holds $20,899,546 across 13 Capital Markets names. GS ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
83,505 | $7,705,006 | |
| 2 | MS |
Morgan Stanley
|
22,726 | $4,750,643 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
3,152 | $3,187,838 | |
| 4 | EVR |
Evercore Inc.
|
4,662 | $1,591,793 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
16,016 | $800,479 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,033 | $504,709 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
3,670 | $492,257 | |
| 8 | TW |
Tradeweb Markets Inc.
|
4,775 | $475,876 |
All Filings in GS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,187,838 | 3,152 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,653,870 | 3,137 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,158,824 | 2,456 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,871,422 | 2,350 | Shares | Sole | 2025-11-06 | |
| 2023-03-31 | $692,818 | 2,118 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $681,265 | 1,984 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $520,163 | 1,775 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $506,122 | 1,704 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $628,840 | 1,905 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $758,596 | 1,983 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $736,402 | 1,948 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $724,522 | 1,909 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $566,037 | 1,731 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $441,714 | 1,675 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $300,651 | 1,496 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $225,286 | 1,140 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||