Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,549,418
+$1,268,550 QoQ
Shares Held
1,532
+361.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,483
of 3,125 holders
Holding Since
Jun 2024
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, 2026Kapstone Financial Advisors LLC holds $1,777,480 across 2 Capital Markets names. GS ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,532 | $1,549,418 | |
| 2 | MS |
Morgan Stanley
|
1,091 | $228,062 |
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,418 | 1,532 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $280,868 | 332 | Shares | Sole | 2026-04-22 | |
| 2024-06-30 | $1,373,243 | 3,036 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||