Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$469,275
+$81,812 QoQ
Shares Held
464
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,233
of 3,125 holders
Holding Since
Mar 2020
24 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, 2026Crewe Advisors LLC holds $3,009,918 across 16 Capital Markets names. GS ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
10,232 | $890,593 | |
| 2 | MS |
Morgan Stanley
|
2,565 | $536,187 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
464 | $469,275 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
7,546 | $377,149 | |
| 5 | IREN |
IREN Ltd
|
6,350 | $290,385 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,371 | $126,502 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,000 | $125,260 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,384 | $65,273 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,275 | 464 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $387,463 | 458 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $395,550 | 450 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $351,190 | 441 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $232,849 | 329 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $185,738 | 340 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $178,084 | 311 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $159,920 | 323 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $145,647 | 322 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $147,862 | 354 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $147,400 | 457 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $149,162 | 456 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $140,442 | 409 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $148,283 | 506 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $139,005 | 468 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $139,302 | 422 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $149,959 | 392 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $134,578 | 356 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $135,112 | 356 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $116,412 | 356 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $93,880 | 356 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $41,600 | 207 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $28,654 | 145 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $22,415 | 145 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||