Position in GS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$379,263
+$78,937 QoQ
Shares Held
375
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,386
of 3,125 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 10%
None 90%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Palumbo Wealth Management LLC holds $582,747 across 2 Capital Markets names. GS ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
375 | $379,263 | |
| 2 | FIGR |
Figure Technology Solutions, Inc.
|
6,626 | $203,484 |
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,263 | 375 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $300,326 | 355 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $254,910 | 290 | Shares | Defined | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||