MBL Wealth, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1845785 CHARLOTTE, NC

Position in GS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,398,969

+$322,911 QoQ

Shares Held

2,372

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,256

of 3,124 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

MBL Wealth, LLC holds $6,549,460 across 3 Capital Markets names. GS ranks #2 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MIAX	Miami International Holdings, Inc.	78,902	$2,931,998
2	GS	Goldman Sachs Group Inc This page	2,372	$2,398,969
3	MS	Morgan Stanley	5,829	$1,218,493

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,398,969	2,372	-3.3%	Shares	Sole	2026-07-15
2026-03-31	$2,076,058	2,454	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$2,186,073	2,487	+24.0%	Shares	Sole	2026-01-21
2025-09-30	$1,596,681	2,005	-3.6%	Shares	Sole	2025-10-16
2025-06-30	$1,471,411	2,079	-4.0%	Shares	Sole	2025-07-22
2025-03-31	$1,182,717	2,165	+4.6%	Shares	Sole	2025-05-21
2024-12-31	$1,185,323	2,070	-6.4%	Shares	Sole	2025-04-21
2024-09-30	$1,095,182	2,212	+0.1%	Shares	Sole	2025-01-08
2024-06-30	$999,174	2,209	-9.2%	Shares	Sole	2024-07-19
2024-03-31	$1,016,657	2,434	-9.7%	Shares	Sole	2024-04-22
2023-12-31	$1,040,035	2,696	+0.1%	Shares	Sole	2024-01-18
2023-09-30	$871,696	2,694	-4.9%	Shares	Sole	2023-10-11
2023-06-30	$913,755	2,833	+1.8%	Shares	Sole	2023-07-17
2023-03-31	$910,346	2,783	+1.8%	Shares	Sole	2023-04-12
2022-12-31	$938,800	2,734	+0.5%	Shares	Sole	2023-01-12
2022-09-30	$797,388	2,721	+2.4%	Shares	Sole	2023-01-12
2022-06-30	$789,181	2,657	+10.8%	Shares	Sole	2023-01-12
2022-03-31	$791,248	2,397	+12.4%	Shares	Defined	2022-05-02
2021-03-31	$697,491	2,133	+9.8%	Shares	Defined	2021-05-27
2020-12-31	$512,388	1,943	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.