Herold Advisors, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1891713 New York, NY

Position in GS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,845,750

+$334,812 QoQ

Shares Held

1,825

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,385

of 3,124 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Herold Advisors, Inc. holds $4,480,501 across 3 Capital Markets names. GS ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,825	$1,845,750
2	MS	Morgan Stanley	8,232	$1,720,817
3	SCHW	Schwab Charles Corp	9,905	$913,934

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,845,750	1,825	+2.2%	Shares	Sole	2026-07-22
2026-03-31	$1,510,938	1,786	+0.8%	Shares	Sole	2026-05-15
2025-12-31	$1,556,709	1,771	-17.3%	Shares	Sole	2026-02-17
2025-09-30	$1,704,985	2,141	+59.1%	Shares	Sole	2025-11-13
2025-06-30	$952,631	1,346	-37.8%	Shares	Sole	2025-08-14
2025-03-31	$1,182,171	2,164	+21.8%	Shares	Sole	2025-05-13
2024-12-31	$1,016,973	1,776	0.0%	Shares	Sole	2025-02-14
2024-09-30	$879,315	1,776	0.0%	Shares	Sole	2024-11-14
2024-06-30	$803,320	1,776	0.0%	Shares	Sole	2024-07-24
2024-03-31	$741,817	1,776	0.0%	Shares	Sole	2024-05-10
2023-12-31	$685,127	1,776	0.0%	Shares	Sole	2024-02-02
2023-09-30	$574,660	1,776	-5.3%	Shares	Sole	2023-11-08
2023-06-30	$605,085	1,876	-0.8%	Shares	Sole	2023-07-17
2023-03-31	$618,565	1,891	-26.0%	Shares	Sole	2023-04-19
2022-12-31	$877,335	2,555	+64.3%	Shares	Sole	2023-02-14
2022-09-30	$455,692	1,555	0.0%	Shares	Sole	2022-11-08
2022-06-30	$461,866	1,555	+13.9%	Shares	Sole	2022-07-15
2022-03-31	$450,586	1,365	+105.3%	Shares	Sole	2022-05-09
2021-12-31	$254,395	665	+10.8%	Shares	Sole	2022-01-20
2021-09-30	$226,818	600	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.