Souders Financial Advisors

Position in GS — Goldman Sachs Group Inc

CIK 1811240 CINCINNATI, OH

Position in GS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,513,254

+$379,668 QoQ

Shares Held

2,485

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,226

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

Souders Financial Advisors holds $4,203,196 across 3 Capital Markets names. GS ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,485	$2,513,254
2	MS	Morgan Stanley	6,196	$1,295,211
3	SCHW	Schwab Charles Corp	4,278	$394,731

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,513,254	2,485	-1.5%	Shares	Sole	2026-08-05
2026-03-31	$2,133,586	2,522	-3.3%	Shares	Sole	2026-05-04
2025-12-31	$2,292,432	2,608	-7.5%	Shares	Sole	2026-02-02
2025-09-30	$2,244,910	2,819	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$1,999,393	2,825	-11.6%	Shares	Sole	2025-08-06
2025-03-31	$1,745,942	3,196	-2.2%	Shares	Sole	2025-05-05
2024-12-31	$1,871,894	3,269	-6.9%	Shares	Sole	2025-02-06
2024-09-30	$1,737,836	3,510	-0.3%	Shares	Sole	2024-11-05
2024-06-30	$1,593,071	3,522	-6.7%	Shares	Sole	2024-08-28
2024-03-31	$1,577,197	3,776	-3.7%	Shares	Sole	2024-05-08
2023-12-31	$1,513,375	3,923	-6.4%	Shares	Sole	2024-01-24
2023-09-30	$1,356,729	4,193	-2.6%	Shares	Sole	2023-11-06
2023-06-30	$1,388,534	4,305	+2.3%	Shares	Sole	2023-08-09
2023-03-31	$1,377,133	4,210	+1.4%	Shares	Sole	2023-05-09
2022-12-31	$1,425,027	4,150	-9.2%	Shares	Sole	2023-02-13
2022-09-30	$1,340,117	4,573	+0.6%	Shares	Sole	2022-11-10
2022-06-30	$1,349,658	4,544	+28.5%	Shares	Sole	2022-08-05
2022-03-31	$1,167,563	3,537	+8.2%	Shares	Sole	2022-05-04
2021-12-31	$1,250,555	3,269	+8.0%	Shares	Sole	2022-02-04
2021-09-30	$1,144,674	3,028	+14.6%	Shares	Sole	2021-11-03
2021-06-30	$1,003,097	2,643	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$863,607	2,641	-4.0%	Shares	Sole	2021-05-13
2020-12-31	$725,202	2,750	+1.5%	Shares	Sole	2021-02-09
2020-09-30	$544,628	2,710	+6.3%	Shares	Sole	2020-11-12
2020-06-30	$503,931	2,550	-3.8%	Shares	Sole	2020-08-11
2020-03-31	$409,663	2,650	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.