BELLEVUE ASSET MANAGEMENT, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1801619 BELLEVUE, WA

Position in GS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$151,705

+$24,807 QoQ

Shares Held

150

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,905

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $202,662 across 4 Capital Markets names. GS ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	150	$151,705
2	SCHW	Schwab Charles Corp	295	$27,219
3	CRCL	Circle Internet Group, Inc.	362	$22,672
4	SNEX	StoneX Group Inc.	14	$1,066

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$151,705	150	0.0%	Shares	Sole	2026-08-04
2026-03-31	$126,898	150	0.0%	Shares	Sole	2026-04-24
2025-12-31	$131,850	150	0.0%	Shares	Sole	2026-01-23
2025-09-30	$119,452	150	0.0%	Shares	Sole	2025-11-04
2025-06-30	$106,162	150	0.0%	Shares	Sole	2025-07-23
2025-03-31	$81,943	150	0.0%	Shares	Sole	2025-04-28
2024-12-31	$85,893	150	0.0%	Shares	Sole	2025-02-06
2024-09-30	$74,266	150	0.0%	Shares	Sole	2024-10-25
2024-06-30	$67,848	150	0.0%	Shares	Sole	2024-07-31
2024-03-31	$62,653	150	-14.3%	Shares	Sole	2024-04-26
2023-12-31	$67,509	175	0.0%	Shares	Sole	2024-02-06
2023-09-30	$56,624	175	0.0%	Shares	Sole	2023-10-25
2023-06-30	$56,444	175	0.0%	Shares	Sole	2023-07-31
2023-03-31	$57,244	175	-22.2%	Shares	Sole	2023-05-09
2022-12-31	$77,260	225	0.0%	Shares	Sole	2023-01-23
2022-09-30	$65,936	225	0.0%	Shares	Sole	2022-11-07
2022-06-30	$66,829	225	0.0%	Shares	Sole	2022-08-12
2022-03-31	$74,272	225	0.0%	Shares	Sole	2022-05-11
2021-12-31	$86,073	225	0.0%	Shares	Sole	2022-02-03
2021-09-30	$85,056	225	-18.2%	Shares	Sole	2021-11-05
2021-06-30	$104,370	275	0.0%	Shares	Sole	2021-08-09
2021-03-31	$89,925	275	0.0%	Shares	Sole	2021-05-12
2020-12-31	$72,520	275	0.0%	Shares	Sole	2021-02-11
2020-09-30	$55,266	275	0.0%	Shares	Sole	2020-11-12
2020-06-30	$54,345	275	0.0%	Shares	Sole	2020-07-31
2020-03-31	$42,512	275	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.