Brio Consultants, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1747799 SAN FRANCISCO, CA

Position in GS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$248,797

+$17,842 QoQ

Shares Held

246

-9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,714

of 3,125 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brio Consultants, LLC holds $875,153 across 4 Capital Markets names. GS ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	3,391	$312,887
2	GS	Goldman Sachs Group Inc This page	246	$248,797
3	MS	Morgan Stanley	1,010	$211,130
4	NMR	Nomura Holdings Inc	11,656	$102,339

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,797	246	-9.9%	Shares	Sole	2026-08-12
2026-03-31	$230,955	273	+11.9%	Shares	Sole	2026-05-06
2025-12-31	$214,476	244	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.