Prestige Wealth Management Group LLC
Position in GS — Goldman Sachs Group Inc
CIK 1772715
FLEMINGTON, NJ
Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,883,170
+$543,123 QoQ
Shares Held
1,862
+17.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,372
of 3,125 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $3,074,342 across 15 Capital Markets names. GS ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,862 | $1,883,170 | |
| 2 | MS |
Morgan Stanley
|
5,415 | $1,131,950 | |
| 3 | SCHW |
Schwab Charles Corp
|
306 | $28,233 | |
| 4 | EVR |
Evercore Inc.
|
21 | $7,170 | |
| 5 | PIPR |
Piper Sandler Companies
|
84 | $6,076 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
38 | $3,810 | |
| 7 | SF |
Stifel Financial Corp
|
41 | $2,860 | |
| 8 | CLSK |
Cleanspark, Inc.
|
156 | $2,269 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,883,170 | 1,862 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,340,047 | 1,584 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,413,432 | 1,608 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,341,849 | 1,685 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $1,180,526 | 1,668 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $905,202 | 1,657 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $949,975 | 1,659 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $812,474 | 1,641 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $1,120,848 | 2,478 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $761,448 | 1,823 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,087,099 | 2,818 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $850,664 | 2,629 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $559,283 | 1,734 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $602,536 | 1,842 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $588,209 | 1,713 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $479,429 | 1,636 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $456,519 | 1,537 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $275,303 | 834 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $710,394 | 1,857 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $687,636 | 1,819 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $666,833 | 1,757 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $560,151 | 1,713 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $211,758 | 803 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $143,492 | 714 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $142,681 | 722 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $108,367 | 701 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||