Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,330,378
+$1,432,295 QoQ
Shares Held
11,203
-4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#613
of 3,125 holders
Holding Since
Jun 2021
21 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, 2026CHOREO, LLC holds $39,363,375 across 17 Capital Markets names. GS ranks #1 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
11,203 | $11,330,378 | |
| 2 | MS |
Morgan Stanley
|
47,633 | $9,957,202 | |
| 3 | SCHW |
Schwab Charles Corp
|
102,186 | $9,428,702 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,360 | $2,242,260 | |
| 5 | SF |
Stifel Financial Corp
|
15,639 | $1,091,133 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,631 | $1,022,780 | |
| 7 | EVR |
Evercore Inc.
|
1,854 | $633,029 | |
| 8 | MRX |
Marex Group Ltd
|
10,232 | $623,640 |
All Filings in GS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,330,378 | 11,203 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,898,083 | 11,700 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,556,790 | 12,010 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,640,613 | 12,106 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,708,156 | 12,304 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,318,936 | 11,567 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,153,741 | 12,493 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,722,603 | 13,578 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,289,430 | 11,694 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $982,406 | 2,352 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $920,447 | 2,386 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $798,570 | 2,468 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $851,828 | 2,641 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $518,796 | 1,586 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $359,862 | 1,048 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $277,225 | 946 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $280,980 | 946 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $306,332 | 928 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $425,778 | 1,113 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $359,884 | 952 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $384,843 | 1,014 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||