Trifecta Capital Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1962615 NORTHBROOK, IL

Position in GS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$13,246,924

+$2,055,323 QoQ

Shares Held

13,098

-1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.96%

of 13F equity value

Holder Rank

#562

of 3,125 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $29,597,129 across 6 Capital Markets names. GS ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	13,098	$13,246,924
2	MS	Morgan Stanley	59,132	$12,360,953
3	HOOD	Robinhood Markets, Inc.	39,360	$3,947,020
4	IBKR	Interactive Brokers Group, Inc.	204	$17,756
5	SCHW	Schwab Charles Corp	175	$16,147
6	CRCL	Circle Internet Group, Inc.	133	$8,329

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,246,924	13,098	-1.0%	Shares	Sole	2026-08-03
2026-03-31	$11,191,601	13,229	-0.9%	Shares	Sole	2026-05-01
2025-12-31	$11,728,497	13,343	+1.6%	Shares	Sole	2026-01-30
2025-09-30	$10,458,464	13,133	+1.4%	Shares	Sole	2025-11-03
2025-06-30	$9,169,609	12,956	+0.3%	Shares	Sole	2025-07-23
2025-03-31	$7,058,613	12,921	+0.6%	Shares	Sole	2025-04-21
2024-12-31	$7,355,876	12,846	+1.0%	Shares	Sole	2025-02-04
2024-09-30	$6,297,799	12,720	+0.4%	Shares	Sole	2024-10-16
2024-06-30	$5,730,442	12,669	+0.7%	Shares	Sole	2024-08-07
2024-03-31	$5,256,210	12,584	+2.5%	Shares	Sole	2024-04-16
2023-12-31	$4,738,412	12,283	+1.8%	Shares	Sole	2024-01-25
2023-09-30	$3,905,813	12,071	+1.9%	Shares	Sole	2023-11-01
2023-06-30	$3,820,486	11,845	+2.3%	Shares	Sole	2023-08-14
2023-03-31	$3,786,298	11,575	+1.7%	Shares	Sole	2023-05-09
2022-12-31	$3,906,977	11,378	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.