Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,719,818
+$377,312 QoQ
Shares Held
3,678
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,041
of 3,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $24,656,489 across 9 Capital Markets names. GS ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
29,802 | $10,175,594 | |
| 2 | SF |
Stifel Financial Corp
|
68,358 | $4,769,337 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
3,678 | $3,719,818 | |
| 4 | MC |
Moelis & Co
|
43,848 | $2,868,536 | |
| 5 | MS |
Morgan Stanley
|
12,036 | $2,516,005 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,764 | $255,034 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,720 | $211,373 | |
| 8 | BGC |
BGC Group, Inc.
|
13,128 | $140,338 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,719,818 | 3,678 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,342,506 | 3,951 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,455,349 | 3,931 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,133,637 | 3,935 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,038,370 | 4,293 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,287,862 | 4,188 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,117,915 | 5,445 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,602,298 | 5,256 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,010,562 | 4,445 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,834,494 | 4,392 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,359,453 | 3,524 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,134,436 | 3,506 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,021,806 | 3,168 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,033,340 | 3,159 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,117,015 | 3,253 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $414,958 | 1,416 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $387,908 | 1,306 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $705,753 | 2,138 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $744,824 | 1,947 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $735,646 | 1,946 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $725,661 | 1,912 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $625,551 | 1,913 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $483,907 | 1,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $351,898 | 1,751 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $300,382 | 1,520 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $226,938 | 1,468 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||