Worth Financial Advisory Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1964358
CHARLOTTE, NC
Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,203,530
+$109,175 QoQ
Shares Held
1,190
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,617
of 3,125 holders
Holding Since
Mar 2025
5 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, 2026Worth Financial Advisory Group, LLC holds $1,426,784 across 2 Capital Markets names. GS ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,190 | $1,203,530 | |
| 2 | MS |
Morgan Stanley
|
1,068 | $223,254 |
All Filings in GS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,203,530 | 1,190 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $1,094,355 | 1,245 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $956,416 | 1,201 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $779,940 | 1,102 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $598,733 | 1,096 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||