Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$567,378
+$108,006 QoQ
Shares Held
561
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,105
of 3,124 holders
Holding Since
Mar 2024
9 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, 2026Claro Advisors Inc. holds $3,229,366 across 7 Capital Markets names. GS ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,235 | $885,284 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
561 | $567,378 | |
| 3 | LAZ |
Lazard, Inc.
|
11,951 | $501,224 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,160 | $476,113 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,649 | $368,008 | |
| 6 | PJT |
PJT Partners Inc.
|
1,487 | $224,447 | |
| 7 | EVR |
Evercore Inc.
|
606 | $206,912 |
All Filings in GS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,378 | 561 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $459,372 | 543 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $412,251 | 469 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $369,506 | 464 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $323,441 | 457 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $396,060 | 725 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $408,278 | 713 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $316,624 | 700 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $228,894 | 548 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||