Mutual Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1694080 OMAHA, NE

Position in GS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,231,295

+$1,375,353 QoQ

Shares Held

7,150

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#789

of 3,146 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Mutual Advisors, LLC holds $16,140,804 across 8 Capital Markets names. GS ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	7,150	$7,231,295
2	MS	Morgan Stanley	17,739	$3,708,160
3	HOOD	Robinhood Markets, Inc.	21,437	$2,149,702
4	SCHW	Schwab Charles Corp	14,124	$1,303,221
5	GOLD	Gold.com, Inc.	26,903	$1,119,433
6	IBKR	Interactive Brokers Group, Inc.	3,020	$262,860
7	EVR	Evercore Inc.	642	$219,204
8	BMNR	Bitmine Immersion Technologies, Inc.	11,039	$146,929

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,231,295	7,150	+3.3%	Shares	Sole	2026-08-14
2026-03-31	$5,855,942	6,922	-11.0%	Shares	Sole	2026-05-04
2025-12-31	$6,835,104	7,776	-8.5%	Shares	Sole	2026-02-02
2025-09-30	$6,771,364	8,503	+2.3%	Shares	Sole	2025-11-04
2025-06-30	$5,883,525	8,313	+8.6%	Shares	Sole	2025-07-28
2025-03-31	$4,182,942	7,657	+40.5%	Shares	Sole	2025-04-28
2024-12-31	$3,119,633	5,448	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$2,728,056	5,510	-2.7%	Shares	Sole	2024-10-25
2024-06-30	$2,561,488	5,663	+0.0%	Shares	Sole	2024-07-30
2024-03-31	$2,364,543	5,661	+11.2%	Shares	Sole	2024-05-02
2023-12-31	$1,964,726	5,093	-1.9%	Shares	Sole	2024-01-12
2023-09-30	$1,680,622	5,194	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$1,678,820	5,205	-4.0%	Shares	Sole	2023-07-31
2023-03-31	$1,774,244	5,424	-0.7%	Shares	Sole	2023-04-11
2022-12-31	$1,875,198	5,461	-3.2%	Shares	Sole	2023-01-12
2022-09-30	$1,652,802	5,640	-4.3%	Shares	Sole	2022-11-03
2022-06-30	$1,750,635	5,894	+76.2%	Shares	Sole	2022-08-15
2022-03-31	$1,104,184	3,345	+18.4%	Shares	Sole	2022-05-09
2021-12-31	$1,080,703	2,825	+17.6%	Shares	Sole	2022-02-14
2021-09-30	$908,028	2,402	-5.0%	Shares	Sole	2021-11-15
2021-06-30	$959,451	2,528	+23.3%	Shares	Sole	2021-08-12
2021-03-31	$670,350	2,050	+96.9%	Shares	Sole	2021-05-13
2020-12-31	$274,522	1,041	-28.2%	Shares	Sole	2021-02-11
2020-09-30	$291,205	1,449	-4.3%	Shares	Sole	2020-11-13
2020-06-30	$299,196	1,514	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.