Position in GS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,439,179
+$343,622 QoQ
Shares Held
1,423
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,521
of 3,124 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026West Branch Capital LLC holds $3,286,256 across 2 Capital Markets names. GS ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,836 | $1,847,077 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
1,423 | $1,439,179 |
All Filings in GS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,179 | 1,423 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,095,557 | 1,295 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $717,264 | 816 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $760,514 | 955 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $52,373 | 74 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $40,425 | 74 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $34,929 | 61 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $30,201 | 61 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $12,579 | 39 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,757 | 39 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $13,391 | 39 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $11,428 | 39 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $11,583 | 39 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $12,873 | 39 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $14,919 | 39 | Shares | Sole | 2022-01-24 | |
| 2021-06-30 | $75,906 | 200 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||