Cornerstone Advisory, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1668189 HUNT VALLEY, MD

Position in GS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$770,663

+$211,464 QoQ

Shares Held

762

+15.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,921

of 3,125 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $2,280,738 across 4 Capital Markets names. GS ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	762	$770,663
2	MS	Morgan Stanley	2,835	$592,628
3	HOOD	Robinhood Markets, Inc.	5,703	$571,896
4	SCHW	Schwab Charles Corp	3,745	$345,551

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$770,663	762	+15.3%	Shares	Sole	2026-07-29
2026-03-31	$559,199	661	-15.8%	Shares	Sole	2026-05-04
2025-12-31	$690,015	785	+0.8%	Shares	Sole	2026-01-28
2025-09-30	$620,356	779	0.0%	Shares	Sole	2025-11-07
2025-06-30	$551,337	779	-0.3%	Shares	Sole	2025-07-30
2025-03-31	$426,652	781	+15.9%	Shares	Sole	2025-05-07
2024-12-31	$385,945	674	+14.0%	Shares	Sole	2025-02-18
2024-09-30	$292,610	591	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$265,059	586	-7.3%	Shares	Sole	2024-08-14
2024-03-31	$263,980	632	0.0%	Shares	Sole	2024-05-08
2023-12-31	$243,806	632	-9.8%	Shares	Sole	2024-02-13
2023-09-30	$226,822	701	0.0%	Shares	Sole	2023-11-14
2023-06-30	$226,100	701	0.0%	Shares	Sole	2023-07-20
2023-03-31	$229,304	701	-15.1%	Shares	Sole	2023-05-04
2022-03-31	$272,662	826	-49.3%	Shares	Sole	2022-05-20
2021-12-31	$623,173	1,629	0.0%	Shares	Sole	2022-02-23
2021-09-30	$615,810	1,629	+0.1%	Shares	Sole	2021-11-16
2021-06-30	$617,874	1,628	-38.1%	Shares	Sole	2021-08-16
2021-03-31	$859,356	2,628	+144.5%	Shares	Sole	2021-05-13
2020-12-31	$283,488	1,075	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.