Legacy Financial Advisors, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1730810 COVINGTON, KY

Position in GS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,776,977

+$309,185 QoQ

Shares Held

1,757

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,405

of 3,124 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $5,052,745 across 5 Capital Markets names. GS ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,757	$1,776,977
2	MS	Morgan Stanley	6,449	$1,348,098
3	SCHW	Schwab Charles Corp	13,756	$1,269,266
4	CLSK	Cleanspark, Inc.	27,233	$396,240
5	IBKR	Interactive Brokers Group, Inc.	3,012	$262,164

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,776,977	1,757	+1.3%	Shares	Sole	2026-08-05
2026-03-31	$1,467,792	1,735	+0.8%	Shares	Sole	2026-04-30
2025-12-31	$1,512,759	1,721	-3.3%	Shares	Sole	2026-02-04
2025-09-30	$1,417,503	1,780	-3.3%	Shares	Sole	2025-11-10
2025-06-30	$1,302,260	1,840	+3.8%	Shares	Sole	2025-08-07
2025-03-31	$968,572	1,773	+11.4%	Shares	Sole	2025-05-14
2024-12-31	$911,038	1,591	+9.1%	Shares	Sole	2025-02-13
2024-09-30	$721,870	1,458	+9.6%	Shares	Sole	2024-11-14
2024-06-30	$601,585	1,330	+0.8%	Shares	Sole	2024-08-13
2024-03-31	$551,350	1,320	+1.7%	Shares	Sole	2024-05-14
2023-12-31	$500,729	1,298	+11.8%	Shares	Sole	2024-02-13
2023-09-30	$375,664	1,161	+7.5%	Shares	Sole	2023-11-13
2023-06-30	$348,343	1,080	+10.9%	Shares	Sole	2023-08-08
2023-03-31	$318,605	974	-2.9%	Shares	Sole	2023-05-03
2022-12-31	$344,410	1,003	+12.8%	Shares	Sole	2023-02-06
2022-09-30	$260,521	889	+14.1%	Shares	Sole	2022-11-09
2022-06-30	$231,378	779	+13.2%	Shares	Sole	2022-08-08
2022-03-31	$227,108	688	-6.5%	Shares	Sole	2022-05-04
2021-12-31	$281,556	736	-2.6%	Shares	Sole	2022-02-04
2021-09-30	$285,790	756	+31.2%	Shares	Sole	2021-10-26
2021-06-30	$218,609	576	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.