CX Institutional

Position in GS — Goldman Sachs Group Inc

CIK 1737089 AUBURN, IN

Position in GS

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$11,490,174

+$2,136,909 QoQ

Shares Held

11,361

+2.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#72

of 711 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CX Institutional holds $39,632,272 across 18 Capital Markets names. GS ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	131,640	$12,146,422
2	GS	Goldman Sachs Group Inc This page	11,361	$11,490,174
3	IBKR	Interactive Brokers Group, Inc.	56,042	$4,877,895
4	EVR	Evercore Inc.	11,612	$3,964,801
5	LAZ	Lazard, Inc.	83,677	$3,509,413
6	MS	Morgan Stanley	7,892	$1,649,743
7	HOOD	Robinhood Markets, Inc.	6,319	$633,669
8	RIOT	Riot Platforms, Inc.	13,276	$363,496

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,490,174	11,361	+2.8%	Shares	Sole	2026-07-02
2026-03-31	$9,353,265	11,056	+208.4%	Shares	Sole	2026-04-06
2025-12-31	$3,151,215	3,585	-13.1%	Shares	Sole	2026-02-02
2025-09-30	$3,285,740	4,126	-7.4%	Shares	Sole	2025-10-23
2025-06-30	$3,155,149	4,458	+11.9%	Shares	Sole	2025-07-16
2025-03-31	$2,176,965	3,985	-13.0%	Shares	Sole	2025-04-15
2024-12-31	$2,624,317	4,583	-1.1%	Shares	Sole	2025-01-21
2024-09-30	$2,294,834	4,635	-3.8%	Shares	Sole	2024-10-11
2024-06-30	$2,178,825	4,817	+10.2%	Shares	Sole	2024-07-11
2024-03-31	$1,825,722	4,371	+12.7%	Shares	Sole	2024-04-15
2023-12-31	$1,495,630	3,877	-8.2%	Shares	Sole	2024-01-12
2023-09-30	$1,366,112	4,222	-69.1%	Shares	Sole	2023-10-18
2023-06-30	$4,405,251	13,658	+3.5%	Shares	Sole	2023-07-26
2023-03-31	$4,315,235	13,192	+7.3%	Shares	Sole	2023-05-04
2022-12-31	$4,222,200	12,296	+20.6%	Shares	Sole	2023-02-03
2022-09-30	$2,987,644	10,195	+109.8%	Shares	Sole	2022-11-04
2022-06-30	$1,443,220	4,859	+9.3%	Shares	Sole	2022-08-02
2022-03-31	$1,467,954	4,447	+382.3%	Shares	Sole	2022-05-09
2021-12-31	$352,711	922	+5.7%	Shares	Sole	2022-01-18
2021-09-30	$329,642	872	-3.1%	Shares	Sole	2021-11-10
2021-06-30	$341,577	900	+10.8%	Shares	Sole	2021-08-04
2021-03-31	$265,524	812	-93.0%	Shares	Sole	2021-04-15
2020-12-31	$3,050,597	11,568	-13.6%	Shares	Sole	2021-01-12
2020-09-30	$2,690,586	13,388	+5276.7%	Shares	Sole	2020-10-13
2020-06-30	$49,207	249	+183.0%	Shares	Sole	2020-08-06
2020-03-31	$13,603	88	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.