Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$20,005,909
+$3,861,882 QoQ
Shares Held
19,781
+3.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#468
of 3,113 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $60,542,988 across 20 Capital Markets names. GS ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
112,084 | $23,430,039 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
19,781 | $20,005,909 | |
| 3 | SCHW |
Schwab Charles Corp
|
53,661 | $4,951,300 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,840 | $2,591,235 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
7,775 | $2,190,062 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
13,075 | $1,138,048 | |
| 7 | EVR |
Evercore Inc.
|
3,171 | $1,082,706 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
20,962 | $1,047,680 |
All Filings in GS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,005,909 | 19,781 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $16,144,027 | 19,083 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,222,824 | 18,456 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,054,781 | 17,649 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,420,203 | 14,723 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,769,336 | 14,222 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,644,887 | 9,858 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,589,669 | 9,270 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,861,908 | 8,538 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,114,296 | 7,456 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,787,188 | 7,225 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,810,205 | 8,685 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,405,503 | 7,458 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,395,099 | 7,322 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,487,444 | 7,244 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,789,070 | 6,105 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,833,207 | 6,172 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,349,448 | 4,088 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $885,220 | 2,314 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||