Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,009,560
+$1,098,589 QoQ
Shares Held
5,942
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#863
of 3,125 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $14,854,086 across 10 Capital Markets names. GS ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
5,942 | $6,009,560 | |
| 2 | MS |
Morgan Stanley
|
14,551 | $3,041,741 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,745 | $1,729,601 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,047 | $1,609,193 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,125 | $707,200 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,389 | $499,732 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,554 | $437,730 | |
| 8 | EVR |
Evercore Inc.
|
1,209 | $412,800 |
All Filings in GS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,009,560 | 5,942 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,910,971 | 5,805 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,910,094 | 5,586 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,399,037 | 5,524 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,637,835 | 5,140 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,752,209 | 5,038 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,804,692 | 4,898 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,239,877 | 4,524 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,914,670 | 4,233 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,608,106 | 3,850 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,401,116 | 3,632 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,259,334 | 3,892 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,116,310 | 3,461 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,085,350 | 3,318 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,166,805 | 3,398 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $798,854 | 2,726 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $709,580 | 2,389 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $848,687 | 2,571 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $814,448 | 2,129 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||