Rise Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1831316 ROCHESTER, NY

Position in GS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$693,799

+$121,064 QoQ

Shares Held

686

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#1,988

of 3,136 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rise Advisors, LLC holds $1,057,946 across 2 Capital Markets names. GS ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc This page	686	$693,799
2	MS	Morgan Stanley	1,742	$364,147

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$693,799	686	+1.3%	Shares	Sole	2026-07-10
2026-03-31	$572,735	677	+0.4%	Shares	Sole	2026-04-03
2025-12-31	$592,446	674	-2.6%	Shares	Sole	2026-02-11
2025-09-30	$551,074	692	+5.5%	Shares	Sole	2025-10-08
2025-06-30	$464,284	656	-6.8%	Shares	Sole	2025-07-08
2025-03-31	$384,588	704	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$391,672	684	-2.0%	Shares	Sole	2025-01-07
2024-09-30	$345,586	698	-0.3%	Shares	Sole	2024-10-11
2024-06-30	$316,624	700	+0.7%	Shares	Sole	2024-07-09
2024-03-31	$290,294	695	+32.4%	Shares	Sole	2024-04-09
2023-12-31	$202,529	525	+35.7%	Shares	Sole	2024-01-10
2023-09-30	$125,221	387	+56.0%	Shares	Sole	2023-10-10
2023-06-30	$79,989	248	-7.1%	Shares	Sole	2023-07-10
2023-03-31	$87,338	267	-4.6%	Shares	Sole	2023-04-05
2022-12-31	$96,146	280	+0.7%	Shares	Sole	2023-01-06
2022-09-30	$81,467	278	+178.0%	Shares	Sole	2022-10-11
2022-06-30	$29,702	100	0.0%	Shares	Sole	2022-07-28
2022-03-31	$33,010	100	+1.0%	Shares	Sole	2022-04-22
2021-12-31	$37,872	99	—	Shares	Sole	2022-02-24
No filing history on record for this holder in this stock.