Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,498,755
+$1,644,744 QoQ
Shares Held
13,347
-4.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#557
of 3,125 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $45,239,834 across 17 Capital Markets names. GS ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
66,065 | $13,810,227 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
13,347 | $13,498,755 | |
| 3 | SF |
Stifel Financial Corp
|
73,461 | $5,125,373 | |
| 4 | EVR |
Evercore Inc.
|
7,275 | $2,483,976 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
24,138 | $2,100,971 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
34,458 | $1,722,210 | |
| 7 | PIPR |
Piper Sandler Companies
|
17,424 | $1,260,452 | |
| 8 | SCHW |
Schwab Charles Corp
|
13,200 | $1,217,964 |
All Filings in GS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,498,755 | 13,347 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,854,011 | 14,012 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,567,942 | 14,298 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,917,676 | 7,431 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,356,252 | 7,568 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,679,809 | 6,736 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,960,239 | 6,916 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||