Marshall Financial Group, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1841496 Hunt Valley, MD

Position in GS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$389,377

-$79,301 QoQ

Shares Held

385

-30.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#508

of 711 holders

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall Financial Group, LLC holds $4,547,494 across 6 Capital Markets names. GS ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SBET	Sharplink, Inc.	282,492	$1,355,961
2	IBKR	Interactive Brokers Group, Inc.	10,196	$887,459
3	EVR	Evercore Inc.	2,373	$810,237
4	MC	Moelis & Co	12,334	$806,890
5	GS	Goldman Sachs Group Inc This page	385	$389,377
6	SCHW	Schwab Charles Corp	3,225	$297,570

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,377	385	-30.5%	Shares	Sole	2026-07-20
2026-03-31	$468,678	554	+6.5%	Shares	Sole	2026-04-13
2025-12-31	$457,080	520	-3.0%	Shares	Sole	2026-01-09
2025-09-30	$426,843	536	+3.5%	Shares	Sole	2025-10-08
2025-06-30	$366,614	518	-10.2%	Shares	Sole	2025-07-10
2025-03-31	$315,209	577	+2.7%	Shares	Sole	2025-04-16
2024-12-31	$321,812	562	+32.5%	Shares	Sole	2025-01-21
2024-09-30	$209,926	424	-23.0%	Shares	Sole	2024-10-16
2021-09-30	$208,294	551	—	Shares	Sole	2021-10-28
No filing history on record for this holder in this stock.