Wescott Financial Advisory Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1864880
Philadelphia, PA
Position in GS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,444,481
+$439,485 QoQ
Shares Held
2,417
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,247
of 3,125 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $2,771,868 across 2 Capital Markets names. GS ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,417 | $2,444,481 | |
| 2 | PWP |
Perella Weinberg Partners
|
20,513 | $327,387 |
All Filings in GS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,444,481 | 2,417 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,004,996 | 2,370 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,399,670 | 2,730 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,094,400 | 2,630 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,847,935 | 2,611 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,421,446 | 2,602 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,574,132 | 2,749 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,346,204 | 2,719 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,221,716 | 2,701 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,131,939 | 2,710 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,072,826 | 2,781 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $952,913 | 2,945 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $949,880 | 2,945 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,069,649 | 3,270 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,126,286 | 3,280 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $955,049 | 3,259 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $974,225 | 3,280 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,080,087 | 3,272 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,418,877 | 3,709 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,508,717 | 3,991 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,169,013 | 5,715 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||