Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,195,407
+$932,464 QoQ
Shares Held
5,137
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#914
of 3,125 holders
Holding Since
Mar 2021
20 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, 2026Venture Visionary Partners LLC holds $40,946,387 across 6 Capital Markets names. GS ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
81,473 | $17,031,115 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
165,717 | $16,618,100 | |
| 3 | GS |
Goldman Sachs Group Inc
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|
5,137 | $5,195,407 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,443 | $1,517,195 | |
| 5 | TW |
Tradeweb Markets Inc.
|
3,734 | $372,130 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
3,392 | $212,440 |
All Filings in GS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,195,407 | 5,137 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,262,943 | 5,039 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,048,674 | 4,606 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,597,909 | 4,518 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $3,210,354 | 4,536 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,007,615 | 3,675 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,332,836 | 2,692 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,285,493 | 2,842 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,242,627 | 2,975 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $739,033 | 2,284 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $736,036 | 2,282 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $759,549 | 2,322 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $649,331 | 1,891 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $530,713 | 1,811 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $487,112 | 1,640 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $541,033 | 1,639 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $646,509 | 1,690 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $638,492 | 1,689 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $453,917 | 1,196 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $488,538 | 1,494 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||