Steward Partners Investment Advisory, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1723397
STAMFORD, CT
Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,611,285
+$2,727,973 QoQ
Shares Held
43,121
-10.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#312
of 3,140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. GS ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
43,121 | $43,611,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
258,576 | $23,858,807 | |
| 3 | MS |
Morgan Stanley
|
102,435 | $21,413,012 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
114,761 | $9,988,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,202 | $6,839,296 | |
| 6 | EVR |
Evercore Inc.
|
11,077 | $3,782,130 | |
| 7 | SF |
Stifel Financial Corp
|
47,953 | $3,345,680 | |
| 8 | IREN |
IREN Ltd
|
42,549 | $1,945,765 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,611,285 | 43,121 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40,883,312 | 48,326 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $40,127,229 | 45,651 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,475,949 | 40,781 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,366,518 | 37,254 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,719,430 | 36,097 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,158,719 | 33,458 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,768,385 | 33,868 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,320,903 | 31,661 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,808,931 | 28,272 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,446,518 | 19,303 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,978,912 | 24,659 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,591,623 | 23,537 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,433,222 | 25,781 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,751,072 | 37,134 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,065,274 | 37,759 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,995,219 | 43,752 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,478,846 | 43,862 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,843,336 | 36,187 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $12,263,293 | 32,440 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,887,515 | 26,052 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,933,606 | 30,378 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,527,373 | 17,168 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,471,931 | 12,300 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,351,085 | 11,897 | 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. | ||||||