Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$615,924
+$104,947 QoQ
Shares Held
609
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,050
of 3,125 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $935,221 across 12 Capital Markets names. GS ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
609 | $615,924 | |
| 2 | MS |
Morgan Stanley
|
1,417 | $296,209 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
194 | $11,556 | |
| 4 | SCHW |
Schwab Charles Corp
|
88 | $8,119 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
22 | $2,206 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4 | $348 | |
| 7 | PIPR |
Piper Sandler Companies
|
4 | $289 | |
| 8 | PJT |
PJT Partners Inc.
|
1 | $150 |
All Filings in GS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,924 | 609 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $510,977 | 604 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $514,215 | 585 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $464,272 | 583 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $411,202 | 581 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $310,839 | 569 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $324,102 | 566 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $279,242 | 564 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $253,751 | 561 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $233,071 | 558 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $213,716 | 554 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $204,819 | 633 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $203,200 | 630 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $225,051 | 688 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $251,010 | 731 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $213,340 | 728 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $155,638 | 524 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $172,312 | 522 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $198,543 | 519 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $195,441 | 517 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $195,457 | 515 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $167,751 | 513 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $135,019 | 512 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $102,494 | 510 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||