Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,486,713
+$243,108 QoQ
Shares Held
1,470
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,503
of 3,124 holders
Holding Since
Mar 2020
24 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, 2026Oak Asset Management, LLC holds $5,222,884 across 2 Capital Markets names. GS ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
17,873 | $3,736,171 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
1,470 | $1,486,713 |
All Filings in GS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,713 | 1,470 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,243,605 | 1,470 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,423,980 | 1,620 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,290,087 | 1,620 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,146,555 | 1,620 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $884,989 | 1,620 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $927,644 | 1,620 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $814,455 | 1,645 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $744,066 | 1,645 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $687,100 | 1,645 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $634,591 | 1,645 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $532,272 | 1,645 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $530,578 | 1,645 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $538,095 | 1,645 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $564,860 | 1,645 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $482,067 | 1,645 | Shares | Sole | 2022-10-19 | |
| 2022-03-31 | $485,247 | 1,470 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $562,348 | 1,470 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $555,704 | 1,470 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $595,862 | 1,570 | Shares | Sole | 2021-07-14 | |
| 2020-12-31 | $440,395 | 1,670 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $335,619 | 1,670 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $330,025 | 1,670 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $223,537 | 1,446 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||