Marks Group Wealth Management, Inc
Position in GS — Goldman Sachs Group Inc
CIK 1802473
MINNETONKA, MN
Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$949,676
+$156,985 QoQ
Shares Held
939
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,786
of 3,125 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $3,197,354 across 5 Capital Markets names. GS ranks #2 (29.7% of the industry book) .
All Filings in GS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,676 | 939 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $792,691 | 937 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $821,865 | 935 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $742,993 | 933 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $658,915 | 931 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $340,884 | 624 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $274,856 | 480 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $237,652 | 480 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $217,113 | 480 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $200,491 | 480 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||