Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,850,526
-$2,160,183 QoQ
Shares Held
4,796
-42.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#293
of 1,334 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,391,548 across 42 Capital Markets names. GS ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
94,096 | $9,435,941 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
4,796 | $4,850,526 | |
| 3 | MS |
Morgan Stanley
|
14,380 | $3,005,991 | |
| 4 | SCHW |
Schwab Charles Corp
|
15,136 | $1,396,594 | |
| 5 | EVR |
Evercore Inc.
|
2,263 | $772,674 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,565 | $344,040 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,460 | $322,865 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,152 | $274,344 |
All Filings in GS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,850,526 | 4,796 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,010,709 | 8,287 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,338,744 | 4,936 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,906,094 | 4,905 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,464,434 | 4,895 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,584,495 | 4,731 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,835,037 | 4,951 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,392,367 | 4,832 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,232,646 | 4,936 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,845,768 | 4,419 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,676,167 | 4,345 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,965,685 | 6,075 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,631,278 | 8,158 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,991,092 | 9,144 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,019,338 | 8,793 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,444,147 | 4,928 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $136,034 | 458 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $120,485 | 365 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $122,798 | 321 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||