Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,621,715
+$707,280 QoQ
Shares Held
3,581
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,051
of 3,124 holders
Holding Since
Dec 2022
15 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, 2026Schear Investment Advisers, LLC holds $7,835,125 across 2 Capital Markets names. GS ranks #2 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
20,156 | $4,213,410 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
3,581 | $3,621,715 |
All Filings in GS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,621,715 | 3,581 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,914,435 | 3,445 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,053,646 | 3,474 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,752,185 | 3,456 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,445,984 | 3,456 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,904,913 | 3,487 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,986,991 | 3,470 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,605,641 | 3,243 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,323,940 | 2,927 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,185,821 | 2,839 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,109,088 | 2,875 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $943,530 | 2,916 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $974,715 | 3,022 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $978,058 | 2,990 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,035,634 | 3,016 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||