Position in GS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,698,335
-$19,830 QoQ
Shares Held
2,668
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,195
of 3,125 holders
Holding Since
Dec 2020
23 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, 2026Cooper Financial Group holds $5,959,338 across 6 Capital Markets names. GS ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
2,668 | $2,698,335 | |
| 2 | MS |
Morgan Stanley
|
7,055 | $1,474,777 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,739 | $990,887 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
6,991 | $349,410 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,329 | $233,552 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,440 | $212,377 |
All Filings in GS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,698,335 | 2,668 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,718,165 | 3,213 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,720,505 | 3,095 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,270,393 | 2,851 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,498,357 | 3,530 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,099,392 | 3,843 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,016,767 | 3,522 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,590,293 | 3,212 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,339,319 | 2,961 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,084,740 | 2,597 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $921,604 | 2,389 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $573,366 | 1,772 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $594,441 | 1,843 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $535,806 | 1,638 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $514,039 | 1,497 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $337,007 | 1,150 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $283,060 | 953 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $237,011 | 718 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $265,872 | 695 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $257,816 | 682 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $228,097 | 601 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $210,261 | 643 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $271,093 | 1,028 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||