Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,129,178
+$416,089 QoQ
Shares Held
3,094
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,132
of 3,136 holders
Holding Since
Dec 2020
22 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $10,869,254 across 9 Capital Markets names. GS ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
23,384 | $4,888,191 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
3,094 | $3,129,178 | |
| 3 | EVR |
Evercore Inc.
|
2,197 | $750,143 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
9,909 | $495,251 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
4,171 | $418,267 | |
| 6 | SCHW |
Schwab Charles Corp
|
4,373 | $403,496 | |
| 7 | SF |
Stifel Financial Corp
|
4,294 | $299,592 | |
| 8 | TW |
Tradeweb Markets Inc.
|
2,694 | $268,484 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,129,178 | 3,094 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,713,089 | 3,207 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,273,094 | 2,586 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,007,598 | 2,521 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,741,772 | 2,461 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,408,335 | 2,578 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,362,262 | 2,379 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,187,768 | 2,399 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,163,819 | 2,573 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,007,468 | 2,412 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $874,540 | 2,267 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $675,614 | 2,088 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,366,279 | 4,236 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,452,695 | 4,441 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,612,512 | 4,696 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,819,434 | 9,621 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,926,241 | 9,852 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,314,534 | 10,041 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,587,553 | 9,378 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,647,344 | 7,003 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $1,580,064 | 4,832 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,244,711 | 4,720 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||