Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$414,661
+$67,806 QoQ
Shares Held
410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,323
of 3,125 holders
Holding Since
Mar 2026
2 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, 2026Sovereign Investment Advisors, LLC holds $905,905 across 2 Capital Markets names. GS ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,350 | $491,244 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
410 | $414,661 |
All Filings in GS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,661 | 410 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $346,855 | 410 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||