Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$284,194
+$8,402 QoQ
Shares Held
281
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,612
of 3,123 holders
Holding Since
Dec 2025
3 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, 2026Stokes Capital Advisors, LLC holds $7,907,673 across 2 Capital Markets names. GS ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
36,469 | $7,623,479 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
281 | $284,194 |
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,194 | 281 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $275,792 | 326 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $284,796 | 324 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||