Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,341,321
+$606,196 QoQ
Shares Held
2,315
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,268
of 3,124 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $5,350,285 across 7 Capital Markets names. GS ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
2,315 | $2,341,321 | |
| 2 | MS |
Morgan Stanley
|
7,790 | $1,628,421 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,337 | $584,714 | |
| 4 | CLSK |
Cleanspark, Inc.
|
23,376 | $340,120 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,520 | $252,705 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,016 | $200,719 | |
| 7 | ATCH |
AtlasClear Holdings, Inc.
|
11,604 | $2,285 |
All Filings in GS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,341,321 | 2,315 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,735,125 | 2,051 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,699,107 | 1,933 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $1,388,834 | 1,744 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,206,713 | 1,705 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $934,702 | 1,711 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $967,155 | 1,689 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $700,191 | 1,548 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $396,571 | 1,028 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $318,392 | 984 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $290,931 | 902 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $297,670 | 910 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $308,355 | 898 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $258,177 | 881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $258,407 | 870 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $287,517 | 871 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,687,810 | 4,412 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,337,470 | 3,538 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,342,018 | 3,536 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $910,041 | 2,783 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $279,268 | 1,059 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $209,410 | 1,042 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||