Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$326,672
+$71,184 QoQ
Shares Held
323
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,493
of 3,124 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Crown Wealth Group, LLC holds $646,921 across 2 Capital Markets names. GS ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
323 | $326,672 | |
| 2 | MS |
Morgan Stanley
|
1,532 | $320,249 |
All Filings in GS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,672 | 323 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $255,488 | 302 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $281,280 | 320 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $217,403 | 273 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $209,775 | 384 | Shares | Sole | 2025-04-25 | |
| 2021-12-31 | $423,100 | 1,106 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||