Position in GS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$10,096,890
-$132,912 QoQ
Shares Held
11,935
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Buck Wealth Strategies, LLC holds $18,433,934 across 3 Capital Markets names. GS ranks #1 (54.8% of the industry book) .
All Filings in GS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,096,890 | 11,935 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,229,802 | 11,638 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $691,231 | 868 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $246,297 | 348 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||