Envestnet Portfolio Solutions, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 1998033 BERWYN, PA

Position in GS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$17,620,088

+$4,767,808 QoQ

Shares Held

17,422

+14.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#490

of 3,125 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $37,489,390 across 11 Capital Markets names. GS ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	17,422	$17,620,088
2	MS	Morgan Stanley	43,573	$9,108,499
3	SCHW	Schwab Charles Corp	36,912	$3,405,870
4	IBKR	Interactive Brokers Group, Inc.	31,052	$2,702,766
5	HOOD	Robinhood Markets, Inc.	15,529	$1,557,248
6	LPLA	LPL Financial Holdings Inc.	3,452	$972,359
7	PIPR	Piper Sandler Companies	10,728	$776,063
8	HLI	Houlihan Lokey, Inc.	3,339	$447,860

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,620,088	17,422	+14.7%	Shares	Sole	2026-07-20
2026-03-31	$12,852,280	15,192	-12.7%	Shares	Sole	2026-04-29
2025-12-31	$15,291,963	17,397	+65.6%	Shares	Sole	2026-02-06
2025-09-30	$8,368,045	10,508	-17.6%	Shares	Sole	2025-10-30
2025-06-30	$9,024,520	12,751	-19.9%	Shares	Sole	2025-07-25
2025-03-31	$8,696,390	15,919	-28.7%	Shares	Sole	2025-04-21
2024-12-31	$12,787,749	22,332	+4.9%	Shares	Sole	2025-02-10
2024-09-30	$10,536,931	21,282	+42.0%	Shares	Sole	2024-10-31
2024-06-30	$6,778,919	14,987	+24.1%	Shares	Sole	2024-07-16
2024-03-31	$5,043,606	12,075	+21.5%	Shares	Sole	2024-05-06
2023-12-31	$3,833,010	9,936	+2.5%	Shares	Sole	2024-02-07
2023-09-30	$3,135,716	9,691	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.