Castleview Partners, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1737088 DALLAS, TX

Position in GS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$582,549

+$96,951 QoQ

Shares Held

576

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,084

of 3,124 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Castleview Partners, LLC holds $1,350,771 across 2 Capital Markets names. GS ranks #2 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley	3,675	$768,222
2	GS	Goldman Sachs Group Inc This page	576	$582,549

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$582,549	576	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$485,598	574	+3.4%	Shares	Sole	2026-05-01
2025-12-31	$487,845	555	0.0%	Shares	Sole	2026-01-12
2025-09-30	$441,974	555	-4.1%	Shares	Sole	2025-10-10
2025-06-30	$409,787	579	+22.4%	Shares	Sole	2025-07-16
2025-03-31	$258,395	473	-4.4%	Shares	Sole	2025-04-22
2024-12-31	$283,446	495	+0.2%	Shares	Sole	2025-01-21
2024-09-30	$244,584	494	-0.2%	Shares	Sole	2024-10-21
2024-06-30	$223,898	495	0.0%	Shares	Sole	2024-07-31
2024-03-31	$206,756	495	-75.1%	Shares	Sole	2024-05-10
2023-12-31	$766,524	1,987	+0.8%	Shares	Sole	2024-02-05
2023-09-30	$637,756	1,971	+5.2%	Shares	Sole	2023-10-26
2023-06-30	$604,439	1,874	+4.4%	Shares	Sole	2023-08-15
2023-03-31	$587,162	1,795	+5.7%	Shares	Sole	2023-05-16
2022-12-31	$583,402	1,699	-47.2%	Shares	Sole	2023-02-01
2022-09-30	$942,741	3,217	+7048.9%	Shares	Sole	2022-11-10
2022-06-30	$13,365	45	-98.8%	Shares	Sole	2022-08-17
2022-03-31	$1,240,185	3,757	-99.7%	Shares	Sole	2022-05-16
2021-12-31	$3,724,000	1,424,616	+41714.4%	Shares	Sole	2022-02-17
2021-06-30	$1,293,058	3,407	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.