WESPAC Advisors SoCal, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1668188 Pasadena, CA

Position in GS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$7,865,424

+$1,624,556 QoQ

Shares Held

7,777

+5.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.53%

of 13F equity value

Holder Rank

#753

of 3,125 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

WESPAC Advisors SoCal, LLC holds $12,820,938 across 4 Capital Markets names. GS ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	7,777	$7,865,424
2	HOOD	Robinhood Markets, Inc.	28,526	$2,860,587
3	MS	Morgan Stanley	7,428	$1,552,749
4	SCHW	Schwab Charles Corp	5,876	$542,178

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,865,424	7,777	+5.4%	Shares	Sole	2026-07-16
2026-03-31	$6,240,868	7,377	+12.0%	Shares	Sole	2026-04-15
2025-12-31	$5,789,973	6,587	+2.6%	Shares	Sole	2026-01-07
2025-09-30	$5,114,956	6,423	+3.7%	Shares	Sole	2025-10-22
2025-06-30	$4,381,680	6,191	+5.1%	Shares	Sole	2025-07-30
2025-03-31	$3,218,740	5,892	-76.5%	Shares	Sole	2025-05-06
2022-06-30	$7,432,628	25,024	-1.3%	Shares	Sole	2022-07-19
2022-03-31	$8,369,685	25,355	+0.1%	Shares	Sole	2022-05-19
2021-12-31	$9,688,843	25,327	+0.0%	Shares	Sole	2022-02-03
2021-09-30	$9,569,829	25,315	+0.2%	Shares	Sole	2021-10-14
2021-06-30	$9,586,927	25,260	+787.6%	Shares	Sole	2021-07-29
2021-03-31	$930,642	2,846	0.0%	Shares	Sole	2021-04-30
2020-12-31	$750,518	2,846	0.0%	Shares	Sole	2021-02-02
2020-09-30	$571,960	2,846	0.0%	Shares	Sole	2020-10-23
2020-06-30	$562,426	2,846	0.0%	Shares	Sole	2020-07-17
2020-03-31	$439,963	2,846	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.