Kingsview Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1791965
GRANTS PASS, OR
Position in GS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,595,910
+$602,032 QoQ
Shares Held
5,533
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#890
of 3,137 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Sep 30, 2021CallValue
$75,606
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $22,075,416 across 12 Capital Markets names. GS ranks #1 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
5,533 | $5,595,910 | |
| 2 | SCHW |
Schwab Charles Corp
|
57,815 | $5,334,589 | |
| 3 | SF |
Stifel Financial Corp
|
62,766 | $4,379,183 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,413 | $2,448,135 | |
| 5 | MS |
Morgan Stanley
|
9,400 | $1,964,976 | |
| 6 | MC |
Moelis & Co
|
10,973 | $717,853 | |
| 7 | HUT |
Hut 8 Corp.
|
3,913 | $451,736 | |
| 8 | SNEX |
StoneX Group Inc.
|
3,776 | $298,264 |
All Filings in GS
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,595,910 | 5,533 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $4,993,878 | 5,903 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,509,270 | 5,130 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,379,925 | 5,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,546,535 | 5,011 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,422,796 | 4,435 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,395,842 | 4,184 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,052,726 | 4,146 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,798,424 | 3,976 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,682,873 | 4,029 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,426,963 | 3,699 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,176,824 | 3,637 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,081,799 | 3,354 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,173,973 | 6,646 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,189,124 | 3,463 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,001,937 | 3,419 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,074,024 | 3,616 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,145,447 | 3,470 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,172,133 | 3,064 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $75,606 | 200 | Call | Sole | 2021-12-03 | |
| 2021-09-30 | $1,642,540 | 4,345 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $701,371 | 1,848 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $3,000 | 200 | Put | Sole | 2021-05-24 | |
| 2021-03-31 | $1,969,848 | 6,024 | Shares | Sole | 2021-05-24 | |
| 2021-03-31 | $65,400 | 200 | Call | Sole | 2021-05-24 | |
| 2020-12-31 | $1,603,093 | 6,079 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,126,034 | 5,603 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $820,123 | 4,150 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $625,934 | 4,049 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||