Steward Partners Investment Advisory, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1723397 STAMFORD, CT

Position in GS

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$40,883,312

+$756,083 QoQ

Shares Held

48,326

+5.9% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $100,924,910 across 37 Capital Markets names. GS ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	48,326	$40,883,312
2	SCHW	Schwab Charles Corp	257,219	$24,173,441
3	MS	Morgan Stanley	86,642	$14,258,673
4	IBKR	Interactive Brokers Group, Inc.	116,029	$7,782,065
5	HOOD	Robinhood Markets, Inc.	64,422	$4,464,444
6	SF	Stifel Financial Corp	38,807	$2,868,613
7	IREN	IREN Ltd	27,712	$949,967
8	LPLA	LPL Financial Holdings Inc.	3,030	$911,514

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,883,312	48,326	+5.9%	Shares	Sole	2026-05-08
2025-12-31	$40,127,229	45,651	+11.9%	Shares	Sole	2026-02-12
2025-09-30	$32,475,949	40,781	+9.5%	Shares	Sole	2025-11-12
2025-06-30	$26,366,518	37,254	+3.2%	Shares	Sole	2025-08-12
2025-03-31	$19,719,430	36,097	+7.9%	Shares	Sole	2025-05-13
2024-12-31	$19,158,719	33,458	-1.2%	Shares	Sole	2025-02-06
2024-09-30	$16,768,385	33,868	+7.0%	Shares	Sole	2024-11-14
2024-06-30	$14,320,903	31,661	+12.0%	Shares	Sole	2024-08-08
2024-03-31	$11,808,931	28,272	+46.5%	Shares	Sole	2024-05-15
2023-12-31	$7,446,518	19,303	-21.7%	Shares	Sole	2024-02-12
2023-09-30	$7,978,912	24,659	+4.8%	Shares	Sole	2023-11-13
2023-06-30	$7,591,623	23,537	-8.7%	Shares	Sole	2023-08-14
2023-03-31	$8,433,222	25,781	-30.6%	Shares	Sole	2023-05-15
2022-12-31	$12,751,072	37,134	-1.7%	Shares	Sole	2023-02-15
2022-09-30	$11,065,274	37,759	-13.7%	Shares	Sole	2022-11-10
2022-06-30	$12,995,219	43,752	-0.3%	Shares	Sole	2022-08-04
2022-03-31	$14,478,846	43,862	+21.2%	Shares	Sole	2022-05-02
2021-12-31	$13,843,336	36,187	+11.6%	Shares	Sole	2022-02-08
2021-09-30	$12,263,293	32,440	+24.5%	Shares	Sole	2021-11-12
2021-06-30	$9,887,515	26,052	-14.2%	Shares	Sole	2021-08-13
2021-03-31	$9,933,606	30,378	+76.9%	Shares	Sole	2021-05-17
2020-12-31	$4,527,373	17,168	+39.6%	Shares	Sole	2021-02-11
2020-09-30	$2,471,931	12,300	+3.4%	Shares	Sole	2020-10-30
2020-06-30	$2,351,085	11,897	-26.1%	Shares	Sole	2020-08-06
2020-03-31	$2,488,126	16,095	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.