Quantum Financial Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1929139
SANTA MONICA, CA
Position in GS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$532,991
+$88,001 QoQ
Shares Held
527
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,141
of 3,125 holders
Holding Since
Mar 2024
10 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, 2026Quantum Financial Advisors, LLC holds $2,034,553 across 4 Capital Markets names. GS ranks #2 (26.2% of the industry book) .
All Filings in GS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,991 | 527 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $444,990 | 526 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $463,233 | 527 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $418,880 | 526 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $372,276 | 526 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $287,348 | 526 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $301,198 | 526 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $260,427 | 526 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $237,920 | 526 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $219,704 | 526 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||