Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,707,247
+$4,690,358 QoQ
Shares Held
26,407
+1.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#393
of 3,124 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $140,847,053 across 14 Capital Markets names. GS ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
998,413 | $49,900,681 | |
| 2 | MS |
Morgan Stanley
|
181,267 | $37,892,053 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
26,407 | $26,707,247 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
107,919 | $9,393,269 | |
| 5 | SCHW |
Schwab Charles Corp
|
81,949 | $7,561,434 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
11,476 | $3,232,559 | |
| 7 | MC |
Moelis & Co
|
40,439 | $2,645,519 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
13,624 | $1,366,214 |
All Filings in GS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,707,247 | 26,407 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $22,016,889 | 26,025 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,403,650 | 24,350 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,103,508 | 13,943 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,933,169 | 11,209 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,724,026 | 10,478 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,915,164 | 10,330 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,389,150 | 8,865 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,206,789 | 2,668 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,316,558 | 3,152 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $897,301 | 2,326 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $746,799 | 2,308 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $625,082 | 1,938 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $696,744 | 2,130 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $657,916 | 1,916 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $450,124 | 1,536 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $915,712 | 3,083 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $865,192 | 2,621 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $857,677 | 2,242 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $852,079 | 2,254 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $830,411 | 2,188 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $634,707 | 1,941 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $219,406 | 832 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||