Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,716,263
+$1,054,013 QoQ
Shares Held
5,652
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#879
of 3,125 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $10,930,468 across 16 Capital Markets names. GS ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
5,652 | $5,716,263 | |
| 2 | MS |
Morgan Stanley
|
23,965 | $5,009,643 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,186 | $109,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
533 | $53,449 | |
| 5 | SF |
Stifel Financial Corp
|
250 | $17,442 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
120 | $7,515 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
24 | $6,760 | |
| 8 | PJT |
PJT Partners Inc.
|
32 | $4,830 |
All Filings in GS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,716,263 | 5,652 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,662,250 | 5,511 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,186,979 | 5,901 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,493,006 | 5,642 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,855,114 | 5,447 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,681,737 | 4,909 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,717,654 | 4,746 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,063,618 | 4,168 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,674,940 | 3,703 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,233,020 | 2,952 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,053,537 | 2,731 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $813,778 | 2,515 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $643,144 | 1,994 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $349,353 | 1,068 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $251,010 | 731 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $448,952 | 1,532 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $472,855 | 1,592 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $398,760 | 1,208 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $421,187 | 1,101 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $130,420 | 345 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $380,289 | 1,002 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $216,147 | 661 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $12,921 | 49 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||