Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$330,717
+$113,298 QoQ
Shares Held
327
+27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,477
of 3,124 holders
Holding Since
Mar 2020
4 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, 2026Berkeley Capital Partners, LLC holds $2,363,212 across 2 Capital Markets names. GS ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,723 | $2,032,495 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
327 | $330,717 |
All Filings in GS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,717 | 327 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $217,419 | 257 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $220,629 | 251 | Shares | Sole | 2026-02-05 | |
| 2020-03-31 | $629,335 | 4,071 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||