Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,402,951
+$1,507,367 QoQ
Shares Held
10,286
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#644
of 3,125 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $15,526,298 across 10 Capital Markets names. GS ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
10,286 | $10,402,951 | |
| 2 | SCHW |
Schwab Charles Corp
|
51,070 | $4,712,228 | |
| 3 | MS |
Morgan Stanley
|
1,106 | $231,198 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
283 | $79,715 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
1,388 | $69,372 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
128 | $11,141 | |
| 7 | MC |
Moelis & Co
|
134 | $8,766 | |
| 8 | SNEX |
StoneX Group Inc.
|
52 | $4,147 |
All Filings in GS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,402,951 | 10,286 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,895,584 | 10,515 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,645,267 | 10,973 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,937,436 | 11,223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,921,845 | 11,193 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,173,623 | 11,301 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,427,659 | 11,225 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,399,669 | 10,906 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,015,776 | 11,089 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,447,980 | 10,649 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,040,169 | 10,473 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,104,977 | 9,596 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,148,958 | 9,763 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,137,312 | 9,591 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,180,042 | 9,261 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,669,099 | 9,108 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||