Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$499,616
+$45,320 QoQ
Shares Held
494
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,190
of 3,125 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sovereign Financial Group, Inc. holds $1,511,996 across 2 Capital Markets names. GS ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,843 | $1,012,380 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
494 | $499,616 |
All Filings in GS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,616 | 494 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $454,296 | 537 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $479,055 | 545 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $375,080 | 471 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $307,163 | 434 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $201,034 | 368 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $604,686 | 1,056 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $628,789 | 1,270 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $337,883 | 747 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||