Werba Rubin Papier Wealth Management

Position in GS — Goldman Sachs Group Inc

CIK 1971029 SAN JOSE, CA

Position in GS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$661,435

+$105,620 QoQ

Shares Held

654

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,008

of 3,125 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Werba Rubin Papier Wealth Management holds $1,936,672 across 5 Capital Markets names. GS ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	654	$661,435
2	MS	Morgan Stanley	2,781	$581,340
3	SCHW	Schwab Charles Corp	3,168	$292,311
4	HOOD	Robinhood Markets, Inc.	2,166	$217,206
5	NMR	Nomura Holdings Inc	21,000	$184,380

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,435	654	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$555,815	657	+9.3%	Shares	Sole	2026-05-12
2025-12-31	$528,279	601	+26.5%	Shares	Sole	2026-01-27
2025-09-30	$378,266	475	+3.5%	Shares	Sole	2025-11-04
2025-06-30	$324,857	459	+0.4%	Shares	Sole	2025-07-29
2024-12-31	$261,687	457	+7.5%	Shares	Sole	2025-02-03
2024-09-30	$210,421	425	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.