Position in GS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,475,365
+$1,030,289 QoQ
Shares Held
2,926
+78.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Ascentis Independent Advisors holds $9,373,101 across 19 Capital Markets names. GS ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
32,681 | $3,071,357 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
2,926 | $2,475,365 | |
| 3 | MS |
Morgan Stanley
|
13,766 | $2,265,468 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
8,699 | $829,970 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,918 | $329,847 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
8,543 | $105,591 | |
| 7 | IREN |
IREN Ltd
|
2,910 | $99,753 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
3,805 | $75,262 |
All Filings in GS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,475,365 | 2,926 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,445,076 | 1,644 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,307,606 | 1,642 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,307,214 | 1,847 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $919,952 | 1,684 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $918,482 | 1,604 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $503,942 | 1,018 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $644,556 | 1,425 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $1,164,639 | 3,019 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $933,499 | 2,885 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $421,882 | 1,308 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $594,031 | 1,816 | Shares | Sole | 2023-06-01 | |
| 2021-12-31 | $948,341 | 2,479 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $926,173 | 2,450 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $753,367 | 1,985 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $535,626 | 1,638 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||