Position in GS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$15,525,608
-$864,226 QoQ
Shares Held
18,352
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Principle Wealth Partners LLC holds $19,332,043 across 6 Capital Markets names. GS ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
18,352 | $15,525,608 | |
| 2 | MS |
Morgan Stanley
|
12,332 | $2,029,477 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
9,917 | $687,248 | |
| 4 | SCHW |
Schwab Charles Corp
|
6,266 | $588,878 | |
| 5 | PJT |
PJT Partners Inc.
|
3,514 | $490,976 | |
| 6 | ABTC |
American Bitcoin Corp.
|
160,000 | $9,856 |
All Filings in GS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,525,608 | 18,352 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,389,834 | 18,646 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,942,711 | 18,764 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,503,870 | 19,080 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $10,309,038 | 18,871 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,799,613 | 18,860 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,585,824 | 19,361 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,989,860 | 19,875 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,376,772 | 20,055 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,774,808 | 20,154 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,416,069 | 19,829 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,380,486 | 19,782 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,577,200 | 20,107 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,962,372 | 20,276 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,926,350 | 20,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,218,641 | 17,570 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,489,360 | 13,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,720,667 | 12,340 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,654,305 | 12,312 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,651,899 | 12,257 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,999,210 | 12,230 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,225,173 | 12,230 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,191,175 | 10,903 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,228,363 | 11,276 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,743,156 | 11,276 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||