Position in GS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,664,863
+$209,816 QoQ
Shares Held
3,150
+12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 94%
None 6%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,792,966 across 9 Capital Markets names. GS ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
3,150 | $2,664,863 | |
| 2 | MS |
Morgan Stanley
|
8,354 | $1,374,814 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,234 | $1,149,748 | |
| 4 | EVR |
Evercore Inc.
|
2,189 | $653,436 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
7,656 | $513,484 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
2,815 | $464,415 | |
| 7 | SF |
Stifel Financial Corp
|
5,910 | $436,864 | |
| 8 | CLSK |
Cleanspark, Inc.
|
35,742 | $304,163 |
All Filings in GS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,664,863 | 3,150 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,455,047 | 2,793 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,206,681 | 2,771 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,028,408 | 2,866 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,021,011 | 1,869 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,034,149 | 1,806 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $900,602 | 1,819 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $495,289 | 1,095 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $229,729 | 550 | Shares | Other | 2024-05-13 | |
| 2023-09-30 | $259,179 | 801 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $203,789 | 623 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $267,490 | 779 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||