Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,882,371
+$1,570,400 QoQ
Shares Held
6,805
+8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#805
of 3,125 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Heritage Trust Co holds $10,433,333 across 2 Capital Markets names. GS ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
6,805 | $6,882,371 | |
| 2 | MS |
Morgan Stanley
|
16,987 | $3,550,962 |
All Filings in GS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,882,371 | 6,805 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,311,971 | 6,279 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,729,899 | 5,381 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,292,326 | 5,390 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,650,574 | 5,158 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,845,624 | 5,209 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,205,526 | 5,598 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $2,954,101 | 6,531 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,681,986 | 6,421 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $2,439,608 | 6,324 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,950,155 | 6,027 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,012,649 | 6,240 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,968,875 | 6,019 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $2,018,044 | 5,877 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $1,667,747 | 5,691 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $1,611,630 | 5,426 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $1,798,384 | 5,448 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,018,333 | 5,276 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $1,890,149 | 5,000 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,868,805 | 4,924 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $1,608,186 | 4,918 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,254,731 | 4,758 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $944,156 | 4,698 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $950,354 | 4,809 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $747,441 | 4,835 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||