Bell & Brown Wealth Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1725362
NEWPORT BEACH, CA
Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,583,465
+$1,912,148 QoQ
Shares Held
12,442
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.81%
of 13F equity value
Holder Rank
#579
of 3,124 holders
Holding Since
Mar 2020
21 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, 2026Bell & Brown Wealth Advisors, LLC holds $13,545,676 across 2 Capital Markets names. GS ranks #1 (92.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
12,442 | $12,583,465 | |
| 2 | MS |
Morgan Stanley
|
4,603 | $962,211 |
All Filings in GS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,583,465 | 12,442 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,671,317 | 12,614 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $11,027,058 | 13,847 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,116,578 | 14,294 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,881,325 | 14,427 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,268,632 | 14,440 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $7,118,196 | 14,377 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,479,031 | 14,324 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,777,905 | 13,833 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,415,825 | 14,039 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $4,408,799 | 13,669 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,327,665 | 13,230 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,578,972 | 13,335 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,835,145 | 13,087 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,900,763 | 13,133 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,327,941 | 13,111 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,995,720 | 13,059 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,201,803 | 11,115 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $2,165,049 | 10,773 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,045,367 | 10,350 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,542,808 | 9,980 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||