Position in GS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$21,667,495
+$8,663,569 QoQ
Shares Held
25,612
+73.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.07496486022177.ToString("F0")%
Shared 0.ToString("F0")%
None 9.92503513977823.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $63,160,145 across 8 Capital Markets names. GS ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
25,612 | $21,667,495 | |
| 2 | MS |
Morgan Stanley
|
104,307 | $17,165,802 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
66,579 | $9,562,075 | |
| 4 | SCHW |
Schwab Charles Corp
|
96,426 | $9,062,114 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
159,986 | $2,951,741 | |
| 6 | MARA |
MARA Holdings, Inc.
|
265,136 | $2,163,509 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
8,214 | $569,230 | |
| 8 | ABTC |
American Bitcoin Corp.
|
19,675 | $18,179 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,667,495 | 25,612 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,003,926 | 14,794 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,394,972 | 14,309 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,976,443 | 14,096 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,641,247 | 12,157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,496,212 | 7,852 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,174,028 | 4,391 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,956,284 | 4,325 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,744,273 | 4,176 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,284,999 | 3,331 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,088,813 | 3,365 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $743,454 | 2,305 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $944,693 | 2,888 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,510,528 | 4,399 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,262,166 | 4,307 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,660,243 | 15,690 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,519,729 | 13,692 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,708,425 | 12,308 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $587,458 | 1,554 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $581,060 | 1,531 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $488,865 | 1,495 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $395,301 | 1,499 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $301,655 | 1,501 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $296,627 | 1,501 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $235,131 | 1,521 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||