Williams Jones Wealth Management, LLC.

Position in GS — Goldman Sachs Group Inc

CIK 1788587 New York, NY

Position in GS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$61,857,411

+$7,614,225 QoQ

Shares Held

61,162

-4.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#256

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

Williams Jones Wealth Management, LLC. holds $70,568,447 across 4 Capital Markets names. GS ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	61,162	$61,857,411
2	FIGR	Figure Technology Solutions, Inc.	134,870	$4,141,857
3	MS	Morgan Stanley	19,496	$4,075,443
4	SCHW	Schwab Charles Corp	5,351	$493,736

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$61,857,411	61,162	-4.6%	Shares	Sole	2026-08-05
2026-03-31	$54,243,186	64,118	-0.9%	Shares	Sole	2026-05-05
2025-12-31	$56,888,880	64,720	-0.7%	Shares	Sole	2026-02-13
2025-09-30	$51,878,220	65,145	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$44,266,223	62,545	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$33,887,461	62,032	+7.8%	Shares	Sole	2025-05-15
2024-12-31	$32,960,007	57,560	+3.7%	Shares	Sole	2025-02-14
2024-09-30	$27,475,139	55,493	+8.1%	Shares	Sole	2024-11-14
2024-06-30	$23,210,348	51,314	+497.0%	Shares	Sole	2024-08-05
2024-03-31	$3,590,463	8,596	+17.5%	Shares	Sole	2024-05-07
2023-12-31	$2,822,679	7,317	-9.8%	Shares	Sole	2024-02-14
2023-09-30	$2,623,829	8,109	-11.0%	Shares	Sole	2023-11-14
2023-06-30	$2,938,016	9,109	-1.9%	Shares	Sole	2023-08-14
2023-03-31	$3,038,524	9,289	-2.1%	Shares	Sole	2023-05-15
2022-12-31	$3,259,362	9,492	-1.4%	Shares	Sole	2023-02-14
2022-09-30	$2,820,020	9,623	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$2,819,610	9,493	+6.6%	Shares	Sole	2022-08-15
2022-03-31	$2,940,860	8,909	+5.6%	Shares	Sole	2022-05-16
2021-12-31	$3,227,191	8,436	-4.4%	Shares	Sole	2022-02-14
2021-09-30	$3,336,492	8,826	-2.6%	Shares	Sole	2021-11-15
2021-06-30	$3,438,921	9,061	+7.8%	Shares	Sole	2021-08-16
2021-03-31	$2,749,743	8,409	+6.3%	Shares	Sole	2021-05-17
2020-12-31	$2,085,946	7,910	+4.0%	Shares	Sole	2021-02-16
2020-09-30	$1,527,974	7,603	+14.9%	Shares	Sole	2020-11-13
2020-06-30	$1,307,849	6,618	-11.3%	Shares	Sole	2020-08-14
2020-03-31	$1,153,705	7,463	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.