Patriot Financial Group Insurance Agency, LLC

Insurance

Position in GS — Goldman Sachs Group Inc

CIK 1694883 Westborough, MA

Position in GS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$912,255

-$558,075 QoQ

Shares Held

902

-48.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,805

of 3,124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $6,682,971 across 4 Capital Markets names. GS ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	48,934	$4,515,140
2	MS	Morgan Stanley	4,795	$1,002,346
3	GS	Goldman Sachs Group Inc This page	902	$912,255
4	LPLA	LPL Financial Holdings Inc.	899	$253,230

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$912,255	902	-48.1%	Shares	Sole	2026-07-16
2026-03-31	$1,470,330	1,738	+99.1%	Shares	Sole	2026-04-22
2025-12-31	$767,367	873	+0.6%	Shares	Sole	2026-01-26
2025-09-30	$691,231	868	-40.5%	Shares	Sole	2025-10-08
2025-06-30	$1,033,315	1,460	+2.5%	Shares	Sole	2025-07-21
2025-03-31	$778,463	1,425	+6.8%	Shares	Sole	2025-04-14
2024-12-31	$763,875	1,334	-8.1%	Shares	Sole	2025-01-22
2024-09-30	$718,404	1,451	-3.1%	Shares	Sole	2024-10-24
2024-06-30	$677,123	1,497	+5.1%	Shares	Sole	2024-07-26
2024-03-31	$595,208	1,425	-2.5%	Shares	Sole	2024-04-30
2023-12-31	$563,995	1,462	+2.9%	Shares	Sole	2024-01-19
2023-09-30	$459,792	1,421	-9.5%	Shares	Sole	2023-10-19
2023-06-30	$506,387	1,570	-1.8%	Shares	Sole	2023-07-17
2023-03-31	$522,721	1,598	-0.4%	Shares	Sole	2023-04-20
2022-12-31	$550,781	1,604	+6.3%	Shares	Sole	2023-01-17
2022-09-30	$442,212	1,509	+21.0%	Shares	Sole	2022-11-01
2022-06-30	$370,383	1,247	+5.8%	Shares	Sole	2022-07-29
2022-03-31	$389,187	1,179	+19.1%	Shares	Sole	2022-05-11
2021-12-31	$378,724	990	+0.2%	Shares	Sole	2022-01-10
2021-09-30	$373,493	988	-0.4%	Shares	Sole	2021-11-24
2021-06-30	$376,493	992	+2.5%	Shares	Sole	2021-07-30
2021-03-31	$316,536	968	-7.5%	Shares	Sole	2021-04-29
2020-12-31	$276,104	1,047	+20.3%	Shares	Sole	2021-01-15
2020-09-30	$174,843	870	+0.2%	Shares	Sole	2020-10-21
2020-06-30	$171,534	868	-32.8%	Shares	Sole	2020-07-10
2020-03-31	$199,575	1,291	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.