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Synergy Asset Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1699080 VANCOUVER, WA

Position in GS

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$211,376
+$107,160 QoQ
Shares Held
209
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,825
of 3,124 holders
Holding Since
Dec 2024
2 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, 2026

Synergy Asset Management, LLC holds $3,487,208 across 8 Capital Markets names. GS ranks #7 (6.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 GS
Goldman Sachs Group Inc
This page
209 $211,376

All Filings in GS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $211,376 209
2024-12-31 $104,216 182