Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$633,117
+$325,177 QoQ
Shares Held
626
+72.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,031
of 3,125 holders
Holding Since
Dec 2021
19 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, 2026Key Financial Inc holds $1,654,124 across 8 Capital Markets names. GS ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,044 | $636,317 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
626 | $633,117 | |
| 3 | SNEX |
StoneX Group Inc.
|
2,100 | $165,900 | |
| 4 | BGC |
BGC Group, Inc.
|
9,730 | $104,013 | |
| 5 | EVR |
Evercore Inc.
|
137 | $46,777 | |
| 6 | SCHW |
Schwab Charles Corp
|
476 | $43,920 | |
| 7 | PJT |
PJT Partners Inc.
|
100 | $15,094 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
67 | $8,986 |
All Filings in GS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,117 | 626 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $307,940 | 364 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $132,729 | 151 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $124,230 | 156 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $110,409 | 156 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $85,221 | 156 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $89,328 | 156 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $52,481 | 106 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $45,232 | 100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $41,769 | 100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $53,236 | 138 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $44,652 | 138 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $44,510 | 138 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $45,141 | 138 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $21,632 | 63 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $18,462 | 63 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $7,425 | 25 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $8,252 | 25 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $9,563 | 25 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||