FLAGSHIP HARBOR ADVISORS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1691766 BOSTON, MA

Position in GS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,839,682

+$493,712 QoQ

Shares Held

1,819

+14.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,388

of 3,124 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $4,357,037 across 5 Capital Markets names. GS ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,819	$1,839,682
2	MS	Morgan Stanley	4,772	$997,538
3	EVR	Evercore Inc.	2,325	$793,848
4	HOOD	Robinhood Markets, Inc.	5,217	$523,160
5	SCHW	Schwab Charles Corp	2,198	$202,809

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,839,682	1,819	+14.3%	Shares	Sole	2026-07-22
2026-03-31	$1,345,970	1,591	-3.6%	Shares	Sole	2026-04-28
2025-12-31	$1,451,229	1,651	-5.0%	Shares	Sole	2026-01-21
2025-09-30	$1,384,056	1,738	+1.5%	Shares	Sole	2025-11-05
2025-06-30	$1,211,668	1,712	+23.3%	Shares	Sole	2025-08-04
2025-03-31	$758,796	1,389	+32.9%	Shares	Sole	2025-04-22
2024-12-31	$598,387	1,045	+25.5%	Shares	Sole	2025-01-21
2024-09-30	$412,426	833	+51.5%	Shares	Sole	2024-10-21
2024-06-30	$248,776	550	-37.2%	Shares	Sole	2025-12-02
2022-12-31	$300,800	876	+46.2%	Shares	Sole	2023-01-13
2021-12-31	$229,147	599	+7.5%	Shares	Sole	2022-02-17
2021-09-30	$210,562	557	0.0%	Shares	Sole	2021-11-01
2021-06-30	$211,398	557	-24.4%	Shares	Sole	2021-07-26
2020-09-30	$148,114	737	-6.7%	Shares	Sole	2020-10-13
2020-06-30	$156,119	790	+12.4%	Shares	Sole	2020-07-31
2020-03-31	$108,676	703	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.