Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$207,330
New position
Shares Held
205
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,840
of 3,126 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026XY Planning Network, Inc. holds $700,037 across 2 Capital Markets names. GS ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,357 | $492,707 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
205 | $207,330 |
All Filings in GS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,330 | 205 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||