Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$723,129
+$118,247 QoQ
Shares Held
715
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,954
of 3,124 holders
Holding Since
Mar 2020
8 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, 2026Fortis Advisors, LLC holds $987,982 across 2 Capital Markets names. GS ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
715 | $723,129 | |
| 2 | MS |
Morgan Stanley
|
1,267 | $264,853 |
All Filings in GS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,129 | 715 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $604,882 | 715 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $628,485 | 715 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $569,390 | 715 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $506,041 | 715 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $390,597 | 715 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $266,268 | 465 | Shares | Sole | 2025-01-14 | |
| 2020-03-31 | $9,120 | 59 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||