Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,088,479
+$341,510 QoQ
Shares Held
2,065
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,316
of 3,125 holders
Holding Since
Dec 2020
23 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, 2026Navis Wealth Advisors, LLC holds $2,614,214 across 2 Capital Markets names. GS ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,065 | $2,088,479 | |
| 2 | MS |
Morgan Stanley
|
2,515 | $525,735 |
All Filings in GS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,088,479 | 2,065 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,746,969 | 2,065 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,815,135 | 2,065 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,628,535 | 2,045 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,441,686 | 2,037 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,095,311 | 2,005 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,148,103 | 2,005 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $987,744 | 1,995 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $897,402 | 1,984 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $824,102 | 1,973 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $756,109 | 1,960 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $889,493 | 2,749 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $881,824 | 2,734 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $889,739 | 2,720 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $929,186 | 2,706 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $789,183 | 2,693 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $795,419 | 2,678 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $880,046 | 2,666 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,015,670 | 2,655 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,000,267 | 2,646 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,000,820 | 2,637 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $860,337 | 2,631 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $718,609 | 2,725 | Shares | Sole | 2021-03-04 | |
| No filing history on record for this holder in this stock. | ||||||