Perennial Investment Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1801523
Los Angeles, CA
Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,061,938
+$193,107 QoQ
Shares Held
1,050
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,705
of 3,140 holders
Holding Since
Mar 2025
6 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, 2026Perennial Investment Advisors, LLC holds $2,876,889 across 6 Capital Markets names. GS ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,050 | $1,061,938 | |
| 2 | MS |
Morgan Stanley
|
3,234 | $676,035 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
20,750 | $568,135 | |
| 4 | SCHW |
Schwab Charles Corp
|
3,532 | $325,897 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
842 | $237,174 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
15,000 | $7,710 |
All Filings in GS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,938 | 1,050 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||