Perennial Investment Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1801523
Los Angeles, CA
Position in GS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$868,831
+$13,564 QoQ
Shares Held
1,027
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Perennial Investment Advisors, LLC holds $2,277,618 across 6 Capital Markets names. GS ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,027 | $868,831 | |
| 2 | MS |
Morgan Stanley
|
3,154 | $519,053 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,949 | $371,127 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
853 | $256,607 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
20,750 | $256,470 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
10,000 | $5,530 |
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $868,831 | 1,027 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $855,267 | 973 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $887,133 | 1,114 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $610,788 | 863 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $351,264 | 643 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||