Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$32,917,059
+$1,469,919 QoQ
Shares Held
32,547
-12.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#359
of 3,125 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $76,860,325 across 15 Capital Markets names. GS ranks #1 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
32,547 | $32,917,059 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
142,082 | $14,247,982 | |
| 3 | MS |
Morgan Stanley
|
46,271 | $9,672,489 | |
| 4 | CLSK |
Cleanspark, Inc.
|
391,633 | $5,698,260 | |
| 5 | SCHW |
Schwab Charles Corp
|
37,802 | $3,487,990 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
100,082 | $3,073,518 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
108,867 | $2,976,423 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
14,889 | $1,295,938 |
All Filings in GS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,917,059 | 32,547 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $31,447,140 | 37,172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,765,248 | 29,312 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,734,432 | 15,991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,187,807 | 7,330 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,252,610 | 5,954 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,741,910 | 3,042 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,381,852 | 2,791 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,294,087 | 2,861 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $479,090 | 1,147 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $577,883 | 1,498 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $448,144 | 1,385 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $450,265 | 1,396 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $408,560 | 1,249 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $414,459 | 1,207 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $750,208 | 2,560 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $639,484 | 2,153 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $622,898 | 1,887 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $763,187 | 1,995 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $328,886 | 870 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $226,199 | 596 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||