Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$396,457
+$81,749 QoQ
Shares Held
392
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,356
of 3,125 holders
Holding Since
Jun 2025
5 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, 2026Jacobsen Capital Management holds $1,097,972 across 3 Capital Markets names. GS ranks #2 (36.1% of the industry book) .
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,457 | 392 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $314,708 | 372 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $326,109 | 371 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $277,129 | 348 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $228,603 | 323 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||