Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,564,312
+$765,817 QoQ
Shares Held
4,513
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#220
of 1,026 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $14,018,480 across 13 Capital Markets names. GS ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
4,513 | $4,564,312 | |
| 2 | MS |
Morgan Stanley
|
18,636 | $3,895,669 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
11,656 | $1,168,863 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
13,361 | $1,162,941 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
16,245 | $1,017,424 | |
| 6 | IREN |
IREN Ltd
|
18,001 | $823,185 | |
| 7 | SCHW |
Schwab Charles Corp
|
6,639 | $612,580 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
5,838 | $291,783 |
All Filings in GS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,564,312 | 4,513 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,798,495 | 4,490 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,872,874 | 4,406 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,471,289 | 4,359 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,007,937 | 4,250 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,216,844 | 4,058 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,900,320 | 5,065 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,361,179 | 4,769 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,921,003 | 4,247 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,745,526 | 4,179 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,059,710 | 2,747 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $850,989 | 2,630 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $964,717 | 2,991 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $912,964 | 2,791 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||