Pinnacle Wealth Planning Services, Inc.
Position in GS — Goldman Sachs Group Inc
CIK 1726752
MANSFIELD, OH
Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,387,599
+$221,825 QoQ
Shares Held
1,372
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,540
of 3,118 holders
Holding Since
Dec 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $5,752,047 across 33 Capital Markets names. GS ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,372 | $1,387,599 | |
| 2 | MS |
Morgan Stanley
|
5,270 | $1,101,640 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,002 | $553,804 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,377 | $387,873 | |
| 5 | MARA |
MARA Holdings, Inc.
|
26,367 | $366,237 | |
| 6 | NMR |
Nomura Holdings Inc
|
27,297 | $239,667 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
7,842 | $214,713 | |
| 8 | SNEX |
StoneX Group Inc.
|
2,614 | $206,545 |
All Filings in GS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,387,599 | 1,372 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,165,774 | 1,378 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,349,265 | 1,535 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,287,697 | 1,617 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,125,322 | 1,590 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $740,769 | 1,356 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $773,037 | 1,350 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $891,198 | 1,800 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $834,078 | 1,844 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $779,409 | 1,866 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $710,588 | 1,842 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $579,190 | 1,790 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $556,380 | 1,725 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $567,208 | 1,734 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $457,381 | 1,332 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $477,670 | 1,630 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $382,858 | 1,289 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,296,962 | 3,929 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $495,402 | 1,295 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $429,442 | 1,136 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $393,952 | 1,038 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $337,137 | 1,031 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $201,473 | 764 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||