Strategic Wealth Partners, Ltd.

Position in GS — Goldman Sachs Group Inc

CIK 1720777 INDEPENDENCE, OH

Position in GS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$14,711,388

+$2,753,320 QoQ

Shares Held

14,546

+2.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#535

of 3,125 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $19,373,091 across 14 Capital Markets names. GS ranks #1 (75.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	14,546	$14,711,388
2	MS	Morgan Stanley	11,803	$2,467,299
3	SCHW	Schwab Charles Corp	20,229	$1,866,529
4	IBKR	Interactive Brokers Group, Inc.	1,172	$102,010
5	JEF	Jefferies Financial Group Inc.	1,559	$77,918
6	LAZ	Lazard, Inc.	1,733	$72,682
7	MARA	MARA Holdings, Inc.	1,539	$21,376
8	WULF	Terawulf Inc.	857	$21,167

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,711,388	14,546	+2.9%	Shares	Sole	2026-08-12
2026-03-31	$11,958,068	14,135	+13.3%	Shares	Sole	2026-05-12
2025-12-31	$10,967,283	12,477	+6.2%	Shares	Sole	2026-05-12
2025-09-30	$9,360,297	11,754	-32.9%	Shares	Sole	2025-11-14
2025-06-30	$12,400,487	17,521	-31.0%	Shares	Sole	2025-08-11
2024-12-31	$14,550,274	25,410	+22.0%	Shares	Sole	2025-02-14
2024-09-30	$10,308,685	20,821	+4.4%	Shares	Sole	2024-10-08
2024-06-30	$9,016,999	19,935	-10.7%	Shares	Sole	2024-10-08
2024-03-31	$9,325,764	22,327	+10.1%	Shares	Sole	2024-05-20
2023-12-31	$7,820,715	20,273	—	Shares	Sole	2024-05-20
No filing history on record for this holder in this stock.