Sargent Investment Group, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1766157 BETHESDA, MD

Position in GS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,141,836

+$190,098 QoQ

Shares Held

1,129

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,646

of 3,124 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sargent Investment Group, LLC holds $3,889,966 across 4 Capital Markets names. GS ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	4,991	$1,704,127
2	GS	Goldman Sachs Group Inc This page	1,129	$1,141,836
3	WULF	Terawulf Inc.	29,835	$736,924
4	MS	Morgan Stanley	1,469	$307,079

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,141,836	1,129	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$951,738	1,125	0.0%	Shares	Sole	2026-05-11
2025-12-31	$988,875	1,125	0.0%	Shares	Sole	2026-02-13
2025-06-30	$796,218	1,125	0.0%	Shares	Sole	2025-08-14
2025-03-31	$614,576	1,125	+9.4%	Shares	Sole	2025-05-05
2024-12-31	$588,653	1,028	-0.8%	Shares	Sole	2025-01-27
2024-09-30	$512,933	1,036	-15.2%	Shares	Sole	2024-11-06
2024-06-30	$552,282	1,221	+8.5%	Shares	Sole	2024-08-09
2024-03-31	$469,901	1,125	-8.5%	Shares	Sole	2024-05-10
2023-12-31	$474,111	1,229	0.0%	Shares	Sole	2024-02-05
2023-09-30	$397,667	1,229	0.0%	Shares	Sole	2023-11-13
2023-06-30	$396,401	1,229	0.0%	Shares	Sole	2023-07-31
2023-03-31	$402,018	1,229	0.0%	Shares	Sole	2023-05-02
2022-12-31	$422,014	1,229	0.0%	Shares	Sole	2023-01-31
2022-09-30	$360,158	1,229	0.0%	Shares	Sole	2022-10-27
2022-06-30	$365,037	1,229	-3.5%	Shares	Sole	2022-07-26
2022-03-31	$420,547	1,274	+3.7%	Shares	Sole	2022-05-06
2021-12-31	$470,153	1,229	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$463,086	1,225	+19.5%	Shares	Sole	2021-11-12
2021-06-30	$389,018	1,025	0.0%	Shares	Sole	2021-08-05
2021-03-31	$335,175	1,025	0.0%	Shares	Sole	2021-05-04
2020-12-31	$270,302	1,025	-3.3%	Shares	Sole	2021-02-10
2020-09-30	$213,028	1,060	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.