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Equibles

Principle Wealth Partners LLC

Position in GS — Goldman Sachs Group Inc

CIK 1743413 MADISON, CT
Back to GS Full portfolio

Position in GS

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$18,420,081
+$2,894,473 QoQ
Shares Held
18,213
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#488
of 3,146 holders
Holding Since
Mar 2020
26 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, 2026

Principle Wealth Partners LLC holds $23,617,407 across 6 Capital Markets names. GS ranks #1 (78.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
This page 		18,213 $18,420,081
2 MS
Morgan Stanley
 12,675 $2,649,582
3 HOOD
Robinhood Markets, Inc.
 14,046 $1,408,532
4 PJT
PJT Partners Inc.
 3,514 $530,403
5 SCHW
Schwab Charles Corp
 4,753 $438,559
6 ABTC
American Bitcoin Corp.
 16,667 $170,250

All Filings in GS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,420,081 18,213
2026-03-31 $15,525,608 18,352
2025-12-31 $16,389,834 18,646
2025-09-30 $14,942,711 18,764
2025-06-30 $13,503,870 19,080
2025-03-31 $10,309,038 18,871
2024-12-31 $10,799,613 18,860
2024-09-30 $9,585,824 19,361
2024-06-30 $8,989,860 19,875
2024-03-31 $8,376,772 20,055
2023-12-31 $7,774,808 20,154
2023-09-30 $6,416,069 19,829
2023-06-30 $6,380,486 19,782
2023-03-31 $6,577,200 20,107
2022-12-31 $6,962,372 20,276
2022-09-30 $5,926,350 20,223
2022-06-30 $5,218,641 17,570
2022-03-31 $4,489,360 13,600
2021-12-31 $4,720,667 12,340
2021-09-30 $4,654,305 12,312
2021-06-30 $4,651,899 12,257
2021-03-31 $3,999,210 12,230
2020-12-31 $3,225,173 12,230
2020-09-30 $2,191,175 10,903
2020-06-30 $2,228,363 11,276
2020-03-31 $1,743,156 11,276