Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$385,331
+$84,159 QoQ
Shares Held
381
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,377
of 3,125 holders
Holding Since
Jun 2025
5 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, 2026MOTIVE WEALTH ADVISORS holds $628,235 across 2 Capital Markets names. GS ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
381 | $385,331 | |
| 2 | MS |
Morgan Stanley
|
1,162 | $242,904 |
All Filings in GS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,331 | 381 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $301,172 | 356 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $312,045 | 355 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $286,686 | 360 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $251,251 | 355 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||