OneDigital Investment Advisors LLC

Position in GS — Goldman Sachs Group Inc

CIK 1690370 OVERLAND PARK, KS

Back to GS Full portfolio

Position in GS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,397,191

+$922,671 QoQ

Shares Held

3,359

+14.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,088

of 3,125 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in GS Over Time

Shares Held

Position Value (USD)

Derivatives in GS

reported options exposure · as of Sep 30, 2020

CallValue

$40,194

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $24,461,148 across 9 Capital Markets names. GS ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	97,300	$8,468,992
2	SCHW	Schwab Charles Corp	57,720	$5,325,824
3	MS	Morgan Stanley	18,450	$3,856,788
4	GS	Goldman Sachs Group Inc This page	3,359	$3,397,191
5	MC	Moelis & Co	19,164	$1,253,708
6	HOOD	Robinhood Markets, Inc.	9,005	$903,021
7	PIPR	Piper Sandler Companies	7,013	$507,320
8	SF	Stifel Financial Corp	6,466	$451,132

All Filings in GS

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,397,191	3,359	+14.8%	Shares	Sole	2026-08-07
2026-03-31	$2,474,520	2,925	-7.8%	Shares	Sole	2026-05-08
2025-12-31	$2,789,067	3,173	+7.5%	Shares	Sole	2026-02-13
2025-09-30	$2,350,825	2,952	-9.0%	Shares	Sole	2025-11-10
2025-06-30	$2,296,648	3,245	-2.8%	Shares	Sole	2025-08-07
2025-03-31	$1,822,969	3,337	-10.8%	Shares	Sole	2025-04-29
2024-12-31	$2,142,744	3,742	-48.4%	Shares	Sole	2025-02-13
2024-09-30	$3,588,557	7,248	+10.4%	Shares	Sole	2024-11-06
2024-06-30	$2,969,480	6,565	+52.1%	Shares	Sole	2024-08-02
2024-03-31	$1,802,750	4,316	-11.6%	Shares	Sole	2024-05-10
2023-12-31	$1,883,329	4,882	+12.2%	Shares	Sole	2024-02-13
2023-09-30	$1,407,853	4,351	+3.5%	Shares	Sole	2023-11-14
2023-06-30	$1,356,280	4,205	+78.0%	Shares	Sole	2023-08-07
2023-03-31	$772,633	2,362	+31.3%	Shares	Sole	2023-05-10
2022-12-31	$617,740	1,799	-2.0%	Shares	Sole	2023-02-02
2022-09-30	$538,039	1,836	+10.4%	Shares	Sole	2022-11-08
2022-06-30	$493,944	1,663	-13.9%	Shares	Sole	2022-08-08
2022-03-31	$637,423	1,931	+135.2%	Shares	Sole	2022-05-05
2021-12-31	$314,073	821	+1.9%	Shares	Sole	2022-02-23
2021-09-30	$304,692	806	+0.5%	Shares	Sole	2021-11-05
2021-06-30	$304,383	802	+28.9%	Shares	Sole	2021-08-09
2021-03-31	$203,394	622	-33.2%	Shares	Sole	2021-05-10
2020-12-31	$245,514	931	-19.3%	Shares	Sole	2021-02-08
2020-09-30	$231,919	1,154	+2.0%	Shares	Sole	2020-10-09
2020-09-30	$40,194	200	0.0%	Call	Sole	2020-10-09
2020-06-30	$223,508	1,131	—	Shares	Sole	2020-08-14
2020-06-30	$39,524	200	—	Call	Sole	2020-08-14
No filing history on record for this holder in this stock.