Position in GS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$49,913
-$4,585 QoQ
Shares Held
59
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Avion Wealth holds $149,872 across 21 Capital Markets names. GS ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
59 | $49,913 | |
| 2 | MS |
Morgan Stanley
|
235 | $38,673 | |
| 3 | SCHW |
Schwab Charles Corp
|
306 | $28,757 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
180 | $12,474 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
77 | $5,164 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
25 | $2,385 | |
| 7 | SF |
Stifel Financial Corp
|
27 | $1,995 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
6 | $1,804 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,913 | 59 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $54,498 | 62 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $48,577 | 61 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $41,757 | 59 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $24,583 | 45 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $25,767 | 45 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $20,299 | 41 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $16,735 | 37 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $23,808 | 57 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,030 | 26 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,412 | 26 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,708 | 27 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,850 | 24 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $7,554 | 22 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $6,447 | 22 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,534 | 22 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,262 | 22 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,416 | 22 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $8,316 | 22 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,349 | 22 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,194 | 22 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,801 | 22 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,421 | 22 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,347 | 22 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $3,400 | 22 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||