Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,077,780
+$3,697,404 QoQ
Shares Held
11,942
+20.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#594
of 3,125 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $23,493,899 across 6 Capital Markets names. GS ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
11,942 | $12,077,780 | |
| 2 | MS |
Morgan Stanley
|
39,951 | $8,351,357 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
16,798 | $1,684,503 | |
| 4 | SCHW |
Schwab Charles Corp
|
8,389 | $774,053 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,133 | $359,736 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
875 | $246,470 |
All Filings in GS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,077,780 | 11,942 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,380,376 | 9,906 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,961,103 | 9,057 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,647,929 | 8,348 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,176,483 | 7,314 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,939,297 | 7,211 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,247,695 | 7,418 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,216,112 | 4,476 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,012,371 | 4,449 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,718,794 | 4,115 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,337,850 | 3,468 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,121,493 | 3,466 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,058,253 | 3,281 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,036,611 | 3,169 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $823,081 | 2,397 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||