Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$142,498,998
+$24,705,043 QoQ
Shares Held
140,897
+1.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
4.79%
of 13F equity value
Holder Rank
#159
of 3,125 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Performance Wealth Partners, LLC holds $144,272,255 across 3 Capital Markets names. GS ranks #1 (98.8% of the industry book) .
All Filings in GS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,498,998 | 140,897 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $117,793,955 | 139,238 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $120,942,489 | 137,591 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $108,888,120 | 136,734 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $94,796,035 | 133,940 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $71,463,472 | 130,816 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $69,881,972 | 122,039 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $59,165,645 | 119,500 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $51,879,294 | 114,696 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $31,619,133 | 75,700 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $28,482,170 | 73,832 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $25,484,049 | 78,759 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $26,135,416 | 81,030 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $27,597,616 | 84,368 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $30,014,502 | 87,409 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $25,935,804 | 88,503 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $24,988,886 | 84,132 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $29,472,978 | 89,285 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $30,177,839 | 78,886 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||