CPA Asset Management Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1963967
WEST PALM BEACH, FL
Position in GS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$401,513
+$124,875 QoQ
Shares Held
397
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,350
of 3,125 holders
Holding Since
Dec 2025
3 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, 2026CPA Asset Management Group, LLC holds $897,146 across 2 Capital Markets names. GS ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,371 | $495,633 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
397 | $401,513 |
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,513 | 397 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $276,638 | 327 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $287,433 | 327 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||