Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,837,659
+$438,392 QoQ
Shares Held
1,817
+9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,390
of 3,125 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SageView Advisory Group, LLC holds $4,948,479 across 3 Capital Markets names. GS ranks #2 (37.1% of the industry book) .
All Filings in GS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,837,659 | 1,817 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,399,267 | 1,654 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,690,317 | 1,923 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,763,118 | 2,214 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,534,402 | 2,168 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,251,550 | 2,291 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,547,219 | 2,702 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,079,834 | 2,181 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||