Position in GS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$531,980
+$92,912 QoQ
Shares Held
526
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,144
of 3,125 holders
Holding Since
Jun 2025
5 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, 2026Portside Wealth Group, LLC holds $6,288,830 across 8 Capital Markets names. GS ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,479 | $2,190,529 | |
| 2 | SCHW |
Schwab Charles Corp
|
16,869 | $1,556,501 | |
| 3 | PJT |
PJT Partners Inc.
|
6,742 | $1,017,637 | |
| 4 | GS |
Goldman Sachs Group Inc
This page
|
526 | $531,980 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,216 | $297,231 | |
| 6 | EVR |
Evercore Inc.
|
809 | $276,224 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
3,521 | $209,745 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
2,084 | $208,983 |
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,980 | 526 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $439,068 | 519 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $409,614 | 466 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $272,350 | 342 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $234,264 | 331 | Shares | Other | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||