GREAT VALLEY ADVISOR GROUP, INC.
Position in GS — Goldman Sachs Group Inc
CIK 1769897
WILMINGTON, DE
Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,600,967
+$1,340,562 QoQ
Shares Held
5,538
+10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#885
of 3,125 holders
Holding Since
Mar 2020
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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $17,338,351 across 7 Capital Markets names. GS ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
29,893 | $6,248,832 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
5,538 | $5,600,967 | |
| 3 | SCHW |
Schwab Charles Corp
|
40,951 | $3,778,548 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,905 | $592,153 | |
| 5 | MARA |
MARA Holdings, Inc.
|
40,606 | $564,017 | |
| 6 | IREN |
IREN Ltd
|
6,380 | $291,757 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,011 | $262,077 |
All Filings in GS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,600,967 | 5,538 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,260,405 | 5,036 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,531,822 | 4,018 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,930,568 | 3,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,516,759 | 3,556 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,871,589 | 3,426 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,751,644 | 3,059 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,860,623 | 3,758 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,287,302 | 2,846 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,177,050 | 2,818 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,231,763 | 3,193 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $852,283 | 2,634 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $826,670 | 2,563 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $849,831 | 2,598 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,306,904 | 3,806 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,516,240 | 5,174 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,533,514 | 5,163 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $264,740 | 802 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $952,166 | 2,489 | Shares | Sole | 2022-02-10 | |
| 2020-06-30 | $3,781,063 | 19,133 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,933,654 | 18,977 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||