O'ROURKE & COMPANY, Inc

Position in GS — Goldman Sachs Group Inc

CIK 1911468 BOSTON, MA

Position in GS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,275,827

+$533,128 QoQ

Shares Held

3,239

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.36%

of 13F equity value

Holder Rank

#1,102

of 3,125 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

O'ROURKE & COMPANY, Inc holds $6,520,309 across 6 Capital Markets names. GS ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	3,239	$3,275,827
2	SCHW	Schwab Charles Corp	10,676	$985,074
3	EVR	Evercore Inc.	2,604	$889,109
4	MS	Morgan Stanley	2,951	$616,877
5	MC	Moelis & Co	6,413	$419,538
6	LAZ	Lazard, Inc.	7,961	$333,884

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,275,827	3,239	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$2,742,699	3,242	-6.7%	Shares	Sole	2026-05-14
2025-12-31	$3,055,404	3,476	+0.0%	Shares	Sole	2026-01-28
2025-09-30	$2,767,316	3,475	-1.6%	Shares	Sole	2025-10-22
2025-06-30	$2,498,357	3,530	+1.5%	Shares	Sole	2025-07-18
2025-03-31	$1,900,542	3,479	+8.4%	Shares	Sole	2025-05-08
2024-12-31	$1,837,537	3,209	-3.2%	Shares	Sole	2025-02-13
2024-09-30	$1,641,784	3,316	+3.1%	Shares	Sole	2024-10-28
2024-06-30	$1,455,113	3,217	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$1,342,037	3,213	+4.0%	Shares	Sole	2024-04-18
2023-12-31	$1,192,029	3,090	+5.5%	Shares	Sole	2024-01-24
2023-09-30	$948,060	2,930	+2.1%	Shares	Sole	2023-11-13
2023-06-30	$925,689	2,870	+1.1%	Shares	Sole	2023-07-25
2023-03-31	$928,665	2,839	+1.7%	Shares	Sole	2023-05-12
2022-12-31	$958,716	2,792	+5.3%	Shares	Sole	2023-02-13
2022-09-30	$777,168	2,652	+14.5%	Shares	Sole	2022-11-14
2022-06-30	$688,195	2,317	-0.3%	Shares	Sole	2022-08-12
2022-03-31	$767,152	2,324	+0.7%	Shares	Sole	2022-05-16
2021-12-31	$882,542	2,307	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.