Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$164,004,769
New position
Shares Held
162,161
first reported quarter
Ownership
0.055%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#5
of 496 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.6875882610492042.ToString("F0")%
Shared 0.ToString("F0")%
None 99.3124117389508.ToString("F0")%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $282,014,497 across 11 Capital Markets names. GS ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
162,161 | $164,004,769 | |
| 2 | SCHW |
Schwab Charles Corp
|
561,401 | $51,800,470 | |
| 3 | MS |
Morgan Stanley
|
117,928 | $24,651,666 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
146,683 | $14,709,370 | |
| 5 | EVR |
Evercore Inc.
|
20,003 | $6,829,824 | |
| 6 | MC |
Moelis & Co
|
102,627 | $6,713,857 | |
| 7 | PJT |
PJT Partners Inc.
|
37,479 | $5,657,080 | |
| 8 | SNEX |
StoneX Group Inc.
|
36,832 | $4,364,592 |
All Filings in GS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,004,769 | 162,161 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||