Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$932,483
-$152,076 QoQ
Shares Held
922
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,793
of 3,125 holders
Holding Since
Dec 2021
5 quarters on record
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Summit Global Investments holds $6,144,266 across 7 Capital Markets names. GS ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
25,900 | $1,542,863 | |
| 2 | SNEX |
StoneX Group Inc.
|
18,064 | $1,427,095 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
922 | $932,483 | |
| 4 | SCHW |
Schwab Charles Corp
|
8,721 | $804,686 | |
| 5 | MS |
Morgan Stanley
|
3,696 | $772,611 | |
| 6 | PIPR |
Piper Sandler Companies
|
5,580 | $403,657 | |
| 7 | NMR |
Nomura Holdings Inc
|
29,712 | $260,871 |
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,483 | 922 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,084,559 | 1,282 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,200,714 | 1,366 | Shares | Sole | 2026-02-18 | |
| 2024-03-31 | $837,468 | 2,005 | Shares | Sole | 2024-04-29 | |
| 2021-12-31 | $3,698,493 | 9,668 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||