LIBERTY WEALTH MANAGEMENT LLC

Position in GS — Goldman Sachs Group Inc

CIK 1769302 OAKLAND, CA

Position in GS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$999,233

+$163,395 QoQ

Shares Held

988

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,738

of 3,125 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $1,517,034 across 3 Capital Markets names. GS ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	988	$999,233
2	MS	Morgan Stanley	1,453	$303,735
3	SCHW	Schwab Charles Corp	2,320	$214,066

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$999,233	988	0.0%	Shares	Sole	2026-08-06
2026-03-31	$835,838	988	+1.2%	Shares	Sole	2026-05-12
2025-12-31	$857,904	976	-3.8%	Shares	Sole	2026-02-04
2025-09-30	$808,295	1,015	+3.2%	Shares	Sole	2025-10-31
2025-06-30	$696,426	984	+37.2%	Shares	Sole	2025-08-01
2024-12-31	$410,568	717	-0.6%	Shares	Sole	2025-02-10
2024-09-30	$356,974	721	-99.6%	Shares	Sole	2024-11-04
2024-06-30	$507	181,404	+19384.9%	Shares	Sole	2024-08-07
2024-03-31	$388,869	931	+0.1%	Shares	Sole	2024-05-03
2023-12-31	$358,766	930	+41.3%	Shares	Sole	2024-02-09
2023-06-30	$212,231	658	-68.2%	Shares	Sole	2023-08-10
2023-03-31	$677,117	2,070	+666.7%	Shares	Sole	2023-05-03
2021-09-30	$102,068	270	0.0%	Shares	Sole	2021-11-15
2021-06-30	$102,473	270	0.0%	Shares	Sole	2021-08-13
2021-03-31	$88,290	270	0.0%	Shares	Sole	2021-05-17
2020-12-31	$71,201	270	+13.4%	Shares	Sole	2021-02-09
2020-09-30	$47,830	238	-14.4%	Shares	Sole	2020-11-05
2020-06-30	$54,938	278	+0.4%	Shares	Sole	2020-08-04
2020-03-31	$42,821	277	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.