Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,088,234
+$380,141 QoQ
Shares Held
1,076
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,686
of 3,124 holders
Holding Since
Sep 2025
4 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, 2026Nvest Financial, LLC holds $1,300,409 across 2 Capital Markets names. GS ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,076 | $1,088,234 | |
| 2 | MS |
Morgan Stanley
|
1,015 | $212,175 |
All Filings in GS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,234 | 1,076 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $708,093 | 837 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $564,318 | 642 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $320,929 | 403 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||