Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,096,325
+$20,226 QoQ
Shares Held
1,084
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,675
of 3,124 holders
Holding Since
Sep 2023
12 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, 2026Phillips Wealth Planners LLC holds $1,435,805 across 2 Capital Markets names. GS ranks #1 (76.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,084 | $1,096,325 | |
| 2 | MS |
Morgan Stanley
|
1,624 | $339,480 |
All Filings in GS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,325 | 1,084 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,076,099 | 1,272 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,079,412 | 1,228 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,106,926 | 1,390 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $954,754 | 1,349 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $851,119 | 1,558 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,048,467 | 1,831 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $925,360 | 1,869 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $828,197 | 1,831 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $777,738 | 1,862 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $743,764 | 1,928 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $546,509 | 1,689 | Shares | Defined | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||