Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,878,327
+$1,216,962 QoQ
Shares Held
6,801
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#806
of 3,124 holders
Holding Since
Dec 2022
15 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, 2026Vest Financial, LLC holds $62,898,230 across 6 Capital Markets names. GS ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
407,329 | $37,584,246 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
104,107 | $9,061,473 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
6,801 | $6,878,327 | |
| 4 | MS |
Morgan Stanley
|
27,389 | $5,725,396 | |
| 5 | SF |
Stifel Financial Corp
|
26,778 | $1,868,301 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
35,624 | $1,780,487 |
All Filings in GS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,878,327 | 6,801 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,661,365 | 6,692 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,170,580 | 7,020 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,279,584 | 5,374 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,070,219 | 4,338 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,702,239 | 3,116 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,028,998 | 1,797 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $747,616 | 1,510 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $230,683 | 510 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $216,781 | 519 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $12,985,018 | 33,660 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $8,687,854 | 26,850 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $4,979,695 | 15,439 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,454,658 | 4,447 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $376,344 | 1,096 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||