Position in GS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,754,726
+$318,235 QoQ
Shares Held
1,735
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,413
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, 2026Mayflower Financial Advisors, LLC holds $159,569,858 across 8 Capital Markets names. GS ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
1,122,126 | $150,510,760 | |
| 2 | MS |
Morgan Stanley
|
28,503 | $5,958,267 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
1,735 | $1,754,726 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,870 | $541,624 | |
| 5 | WULF |
Terawulf Inc.
|
10,000 | $247,000 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,225 | $223,123 | |
| 7 | IREN |
IREN Ltd
|
4,485 | $205,099 | |
| 8 | NMR |
Nomura Holdings Inc
|
14,722 | $129,259 |
All Filings in GS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,754,726 | 1,735 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,436,491 | 1,698 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,518,912 | 1,728 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,471,654 | 1,848 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,308,629 | 1,849 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,018,284 | 1,864 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,162,991 | 2,031 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,004,578 | 2,029 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $913,234 | 2,019 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $833,709 | 1,996 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $759,966 | 1,970 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $628,372 | 1,942 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $688,622 | 2,135 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $676,136 | 2,067 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $685,729 | 1,997 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $590,788 | 2,016 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $473,152 | 1,593 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $557,538 | 1,689 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $633,120 | 1,655 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $584,812 | 1,547 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $587,891 | 1,549 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $465,975 | 1,425 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $361,282 | 1,370 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||