Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,400,652
+$2,124,452 QoQ
Shares Held
13,250
-0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#559
of 3,125 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $70,241,807 across 10 Capital Markets names. GS ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
1,000,059 | $24,701,457 | |
| 2 | MS |
Morgan Stanley
|
77,827 | $16,268,956 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
13,250 | $13,400,652 | |
| 4 | EVR |
Evercore Inc.
|
19,500 | $6,658,080 | |
| 5 | SNEX |
StoneX Group Inc.
|
37,720 | $4,469,879 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
21,649 | $2,170,961 | |
| 7 | SCHW |
Schwab Charles Corp
|
11,497 | $1,060,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
12,180 | $1,060,147 |
All Filings in GS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,400,652 | 13,250 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,276,200 | 13,329 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,100,616 | 14,904 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $11,257,203 | 14,136 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,355,039 | 13,218 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,913,299 | 12,655 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,809,391 | 13,638 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,401,772 | 12,930 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,245,927 | 9,387 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,017,709 | 12,013 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,692,204 | 9,571 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,658,774 | 8,217 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $909,562 | 2,820 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,198,858 | 3,665 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,317,892 | 3,838 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $806,766 | 2,753 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $592,851 | 1,996 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $835,483 | 2,531 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $754,771 | 1,973 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||