Robertson Stephens Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1767307
San Francisco, CA
Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,113,518
+$292,908 QoQ
Shares Held
1,101
+13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,667
of 3,137 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $24,478,539 across 8 Capital Markets names. GS ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGC |
BGC Group, Inc.
|
1,320,518 | $14,116,337 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
77,998 | $4,646,340 | |
| 3 | LAZ |
Lazard, Inc.
|
38,846 | $1,629,201 | |
| 4 | GS |
Goldman Sachs Group Inc
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|
1,101 | $1,113,518 | |
| 5 | MS |
Morgan Stanley
|
4,802 | $1,003,810 | |
| 6 | SCHW |
Schwab Charles Corp
|
9,149 | $844,178 | |
| 7 | PIPR |
Piper Sandler Companies
|
9,001 | $651,132 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
4,727 | $474,023 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,518 | 1,101 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $820,610 | 970 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $941,409 | 1,071 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $722,289 | 907 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $723,320 | 1,022 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $561,039 | 1,027 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $580,636 | 1,014 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $484,217 | 978 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $603,847 | 1,335 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,036,706 | 2,482 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $956,709 | 2,480 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $900,171 | 2,782 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $504,452 | 1,564 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,191,988 | 3,644 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,270,849 | 3,701 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,182,456 | 4,035 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,659,747 | 5,588 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,970,697 | 5,970 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,165,615 | 5,661 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $554,570 | 1,467 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $644,441 | 1,698 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $362,643 | 1,109 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||