Keystone Financial Group

Position in GS — Goldman Sachs Group Inc

CIK 1729299 LEXINGTON, KY

Position in GS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$878,983

+$333,124 QoQ

Shares Held

1,039

+67.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Keystone Financial Group holds $1,761,726 across 4 Capital Markets names. GS ranks #1 (49.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,039	$878,983
2	MS	Morgan Stanley	3,471	$571,222
3	SCHW	Schwab Charles Corp	2,719	$255,531
4	PURR	Hyperliquid Strategies Inc	11,000	$55,990

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$878,983	1,039	+67.3%	Shares	Sole	2026-05-13
2025-12-31	$545,859	621	+26.5%	Shares	Sole	2026-02-06
2025-09-30	$391,007	491	-2.6%	Shares	Sole	2025-11-17
2025-06-30	$356,706	504	-0.2%	Shares	Sole	2025-08-13
2025-03-31	$275,876	505	+10.3%	Shares	Sole	2025-05-13
2024-12-31	$262,259	458	-62.5%	Shares	Sole	2025-02-13
2023-06-30	$393,498	1,220	-4.3%	Shares	Sole	2023-08-07
2022-12-31	$437,809	1,275	-4.6%	Shares	Sole	2023-02-07
2022-09-30	$391,807	1,337	-17.7%	Shares	Sole	2022-11-10
2022-06-30	$482,360	1,624	-25.1%	Shares	Sole	2022-08-05
2022-03-31	$715,656	2,168	+4.1%	Shares	Sole	2022-05-13
2021-12-31	$796,851	2,083	-2.6%	Shares	Sole	2022-02-11
2021-09-30	$808,228	2,138	+0.2%	Shares	Sole	2021-11-12
2021-06-30	$809,537	2,133	+5.0%	Shares	Sole	2021-08-13
2021-03-31	$664,137	2,031	+5.3%	Shares	Sole	2021-05-11
2020-12-31	$508,696	1,929	+33.4%	Shares	Sole	2021-02-10
2020-09-30	$290,602	1,446	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.