Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,124,856
+$1,363,625 QoQ
Shares Held
6,056
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#857
of 3,125 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Western Financial Corp/CA holds $8,164,056 across 3 Capital Markets names. GS ranks #1 (75.0% 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 | $6,124,856 | 6,056 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,761,231 | 5,628 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,815,739 | 4,341 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,551,721 | 4,460 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,545,776 | 3,597 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,955,718 | 3,580 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,866,741 | 3,260 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,342,738 | 2,712 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||