KMG FIDUCIARY PARTNERS, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1773205 TOLEDO, OH

Position in GS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$21,280,236

-$2,195,986 QoQ

Shares Held

21,041

-24.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.73%

of 13F equity value

Holder Rank

#448

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $26,944,122 across 3 Capital Markets names. GS ranks #1 (79.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	21,041	$21,280,236
2	MS	Morgan Stanley	25,368	$5,302,926
3	SCHW	Schwab Charles Corp	3,912	$360,960

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,280,236	21,041	-24.2%	Shares	Sole	2026-07-09
2026-03-31	$23,476,222	27,750	-7.7%	Shares	Sole	2026-04-13
2025-12-31	$26,431,530	30,070	-1.7%	Shares	Sole	2026-01-14
2025-09-30	$24,356,364	30,585	+0.7%	Shares	Sole	2025-10-10
2025-06-30	$21,504,276	30,384	+19.1%	Shares	Sole	2025-07-10
2025-03-31	$13,932,033	25,503	-10.9%	Shares	Sole	2025-04-14
2024-12-31	$16,398,691	28,638	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$14,167,572	28,615	-1.0%	Shares	Sole	2024-10-17
2024-06-30	$13,069,334	28,894	-0.3%	Shares	Sole	2024-07-18
2024-03-31	$12,107,580	28,987	+0.5%	Shares	Sole	2024-04-10
2023-12-31	$11,125,221	28,839	+3.1%	Shares	Sole	2024-01-10
2023-09-30	$9,054,135	27,982	+3.5%	Shares	Sole	2023-10-25
2023-06-30	$8,723,094	27,045	+24.2%	Shares	Sole	2023-07-14
2023-03-31	$7,121,511	21,771	-6.8%	Shares	Sole	2023-04-13
2022-12-31	$8,020,326	23,357	+5.8%	Shares	Sole	2023-01-12
2022-09-30	$6,467,613	22,070	+22.7%	Shares	Sole	2022-10-27
2022-06-30	$5,341,013	17,982	+12.4%	Shares	Sole	2022-07-13
2022-03-31	$5,283,250	16,005	+15.4%	Shares	Sole	2022-04-19
2021-12-31	$5,307,498	13,874	+15.0%	Shares	Sole	2022-01-12
2021-09-30	$4,562,444	12,069	+11.4%	Shares	Sole	2021-10-12
2021-06-30	$4,111,828	10,834	+1.8%	Shares	Sole	2021-07-20
2021-03-31	$3,480,588	10,644	+3.0%	Shares	Sole	2021-04-08
2020-12-31	$2,724,651	10,332	+16.1%	Shares	Sole	2021-01-13
2020-09-30	$1,788,432	8,899	+55.5%	Shares	Sole	2020-10-13
2020-06-30	$1,131,176	5,724	+2.7%	Shares	Sole	2020-07-22
2020-03-31	$861,220	5,571	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.