WADDELL & ASSOCIATES, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1776757 MEMPHIS, TN

Position in GS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,460,418

+$355,556 QoQ

Shares Held

1,444

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#199

of 496 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $4,911,770 across 8 Capital Markets names. GS ranks #1 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,444	$1,460,418
2	EVR	Evercore Inc.	2,840	$969,689
3	JEF	Jefferies Financial Group Inc.	15,558	$777,588
4	MS	Morgan Stanley	3,628	$758,397
5	SCHW	Schwab Charles Corp	4,448	$410,416
6	TW	Tradeweb Markets Inc.	2,749	$273,965
7	LPLA	LPL Financial Holdings Inc.	727	$204,781
8	NAKA	Nakamoto Inc.	14,308	$56,516

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,460,418	1,444	+10.6%	Shares	Sole	2026-07-15
2026-03-31	$1,104,862	1,306	+1.5%	Shares	Sole	2026-05-11
2025-12-31	$1,131,273	1,287	+9.3%	Shares	Sole	2026-02-11
2025-09-30	$937,303	1,177	+14.9%	Shares	Sole	2025-11-10
2025-06-30	$724,736	1,024	+2.5%	Shares	Sole	2025-08-12
2025-03-31	$545,743	999	+11.2%	Shares	Sole	2025-05-14
2024-12-31	$514,212	898	+0.2%	Shares	Sole	2025-05-14
2024-09-30	$443,618	896	+2.1%	Shares	Sole	2024-11-12
2024-06-30	$397,136	878	-1.3%	Shares	Sole	2024-08-06
2024-03-31	$371,744	890	+2.7%	Shares	Sole	2024-05-08
2023-12-31	$334,462	867	-12.2%	Shares	Sole	2024-02-14
2023-09-30	$319,687	988	+11.3%	Shares	Sole	2023-11-07
2023-06-30	$286,415	888	+0.6%	Shares	Sole	2023-08-07
2023-03-31	$288,838	883	+0.3%	Shares	Sole	2023-05-10
2022-12-31	$302,174	880	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.