Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,010,358
+$242,200 QoQ
Shares Held
999
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,733
of 3,125 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Root Financial Partners, LLC holds $3,057,847 across 5 Capital Markets names. GS ranks #1 (33.0% of the industry book) .
All Filings in GS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,358 | 999 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $768,158 | 908 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $791,979 | 901 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $593,280 | 745 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $445,174 | 629 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $266,268 | 465 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||