Position in GS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$71,807
+$52,350 QoQ
Shares Held
71
+208.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#974
of 1,026 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)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cedar Mountain Advisors, LLC holds $418,993 across 15 Capital Markets names. GS ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
832 | $173,921 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
71 | $71,807 | |
| 3 | SCHW |
Schwab Charles Corp
|
617 | $56,930 | |
| 4 | EVR |
Evercore Inc.
|
165 | $56,337 | |
| 5 | SF |
Stifel Financial Corp
|
337 | $23,512 | |
| 6 | MC |
Moelis & Co
|
220 | $14,392 | |
| 7 | XP |
XP Inc.
|
424 | $6,894 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
158 | $5,871 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,807 | 71 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $19,457 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,153 | 7 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,574 | 7 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,954 | 7 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,824 | 7 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,008 | 7 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,465 | 7 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,166 | 7 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,923 | 7 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,700 | 7 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,264 | 7 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,257 | 7 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,289 | 7 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,716 | 5 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,465 | 5 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,485 | 5 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,650 | 5 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,912 | 5 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,890 | 5 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,897 | 5 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,635 | 5 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,318 | 5 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,004 | 5 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $988 | 5 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $772 | 5 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||