Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,215,666
-$62,624 QoQ
Shares Held
1,202
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#1,615
of 3,124 holders
Holding Since
Jun 2020
25 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, 2026Holistic Financial Partners holds $1,441,638 across 2 Capital Markets names. GS ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,202 | $1,215,666 | |
| 2 | MS |
Morgan Stanley
|
1,081 | $225,972 |
All Filings in GS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215,666 | 1,202 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,278,290 | 1,511 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,385,304 | 1,576 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,251,862 | 1,572 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,106,921 | 1,564 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $892,637 | 1,634 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,029,570 | 1,798 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $890,702 | 1,799 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $815,080 | 1,802 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $776,485 | 1,859 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $712,131 | 1,846 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $455,910 | 1,409 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $324,475 | 1,006 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $326,128 | 997 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $344,753 | 1,004 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $294,222 | 1,004 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $295,534 | 995 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $328,449 | 995 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $380,637 | 995 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $376,895 | 997 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $378,391 | 997 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $326,019 | 997 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $319,880 | 1,213 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $221,067 | 1,100 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $217,382 | 1,100 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||