Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,452,572
+$426,426 QoQ
Shares Held
2,425
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,240
of 3,118 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,173,677 across 6 Capital Markets names. GS ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,425 | $2,452,572 | |
| 2 | MS |
Morgan Stanley
|
7,157 | $1,496,099 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,622 | $1,164,631 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,216 | $422,780 | |
| 5 | PIPR |
Piper Sandler Companies
|
5,582 | $403,801 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
830 | $233,794 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,452,572 | 2,425 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,026,146 | 2,395 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,391,759 | 2,721 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,108,734 | 2,648 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,902,432 | 2,688 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,703,332 | 3,118 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,703,544 | 2,975 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,351,155 | 2,729 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,231,667 | 2,723 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $936,878 | 2,243 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,001,844 | 2,597 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $772,685 | 2,388 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $762,484 | 2,364 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $832,494 | 2,545 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $779,472 | 2,270 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $681,634 | 2,326 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $714,333 | 2,405 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $816,337 | 2,473 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,174,428 | 3,070 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $961,330 | 2,543 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,009,170 | 2,659 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $822,732 | 2,516 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $661,120 | 2,507 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $456,000 | 2,269 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $442,668 | 2,240 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $333,759 | 2,159 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||