Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,327,312
+$2,285,531 QoQ
Shares Held
15,155
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.40%
of 13F equity value
Holder Rank
#520
of 3,125 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legacy Trust holds $15,746,646 across 2 Capital Markets names. GS ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
15,155 | $15,327,312 | |
| 2 | MS |
Morgan Stanley
|
2,006 | $419,334 |
All Filings in GS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,327,312 | 15,155 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,041,781 | 15,416 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,594,614 | 15,466 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,277,327 | 15,417 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $11,212,883 | 15,843 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,158,551 | 16,765 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,625,742 | 16,810 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,254,969 | 16,673 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,629,281 | 16,867 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,788,297 | 16,252 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $6,190,451 | 16,047 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,136,350 | 15,874 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,059,684 | 15,687 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,049,924 | 15,438 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,294,232 | 15,418 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||