Operose Advisors LLC

Position in GS — Goldman Sachs Group Inc

CIK 1909750 MILWAUKEE, WI

Position in GS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,486,958

+$400,747 QoQ

Shares Held

2,459

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#1,231

of 3,125 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Operose Advisors LLC holds $4,770,205 across 6 Capital Markets names. GS ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,459	$2,486,958
2	MS	Morgan Stanley	7,506	$1,569,054
3	SCHW	Schwab Charles Corp	4,964	$458,028
4	VIRT	Virtu Financial, Inc.	4,030	$240,067
5	BMNR	Bitmine Immersion Technologies, Inc.	1,179	$15,692
6	XP	XP Inc.	25	$406

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,486,958	2,459	-0.3%	Shares	Sole	2026-08-13
2026-03-31	$2,086,211	2,466	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$2,161,461	2,459	0.0%	Shares	Sole	2026-02-10
2025-09-30	$1,958,224	2,459	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,740,357	2,459	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,343,327	2,459	+3.5%	Shares	Sole	2025-05-12
2024-12-31	$1,359,972	2,375	-16.1%	Shares	Sole	2025-02-13
2024-09-30	$1,401,161	2,830	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,280,065	2,830	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,182,062	2,830	+31.6%	Shares	Sole	2024-05-13
2023-12-31	$829,405	2,150	-2.7%	Shares	Sole	2024-02-12
2023-09-30	$715,089	2,210	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$714,426	2,215	+195.7%	Shares	Sole	2023-08-09
2023-03-31	$245,005	749	0.0%	Shares	Sole	2023-05-09
2022-12-31	$257,191	749	0.0%	Shares	Sole	2023-02-13
2022-09-30	$219,494	749	+66.8%	Shares	Sole	2022-11-14
2022-06-30	$133,361	449	+201.3%	Shares	Sole	2022-08-11
2022-03-31	$49,184	149	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.