NORTHCAPE WEALTH MANAGEMENT, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1902806
WILLIAMSVILLE, NY
Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,255,110
+$205,237 QoQ
Shares Held
1,241
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,599
of 3,124 holders
Holding Since
Mar 2023
14 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, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $5,038,220 across 3 Capital Markets names. GS ranks #2 (24.9% of the industry book) .
All Filings in GS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,110 | 1,241 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,049,873 | 1,241 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,090,839 | 1,241 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $993,844 | 1,248 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $883,272 | 1,248 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $681,769 | 1,248 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $714,629 | 1,248 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $617,897 | 1,248 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $564,495 | 1,248 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $521,277 | 1,248 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $485,298 | 1,258 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $416,111 | 1,286 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $437,686 | 1,357 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $455,664 | 1,393 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||