Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,135,002
+$349,964 QoQ
Shares Held
2,111
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,311
of 3,136 holders
Holding Since
Mar 2021
22 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, 2026Beacon Financial Advisory LLC holds $2,592,381 across 2 Capital Markets names. GS ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,111 | $2,135,002 | |
| 2 | MS |
Morgan Stanley
|
2,188 | $457,379 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,135,002 | 2,111 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,785,038 | 2,110 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,854,690 | 2,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,718,523 | 2,158 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,524,493 | 2,154 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,198,013 | 2,193 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,292,975 | 2,258 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,117,958 | 2,258 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,316,703 | 2,911 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $717,591 | 1,718 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $659,280 | 1,709 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $559,452 | 1,729 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $341,569 | 1,059 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $257,108 | 786 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $264,745 | 771 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $318,252 | 1,086 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $334,147 | 1,125 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $365,420 | 1,107 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $433,046 | 1,132 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $397,687 | 1,052 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $399,265 | 1,052 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $255,714 | 782 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||