Badgley Phelps Wealth Managers, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1895362
SEATTLE, WA
Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$907,198
+$261,708 QoQ
Shares Held
897
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,809
of 3,125 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $65,220,984 across 3 Capital Markets names. GS ranks #3 (1.4% of the industry book) .
All Filings in GS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $907,198 | 897 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $645,490 | 763 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $678,588 | 772 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $615,578 | 773 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $534,351 | 755 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $433,754 | 794 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $340,136 | 594 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $253,991 | 513 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $232,040 | 513 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $228,894 | 548 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $221,046 | 573 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $266,119 | 775 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $214,805 | 733 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $254,249 | 856 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $335,381 | 1,016 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $382,932 | 1,001 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $378,786 | 1,002 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||