Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$28,828,090
+$7,052,309 QoQ
Shares Held
28,504
+10.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#379
of 3,125 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Dec 31, 2025CallValue
$87,900
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $65,412,511 across 26 Capital Markets names. GS ranks #1 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
28,504 | $28,828,090 | |
| 2 | MS |
Morgan Stanley
|
78,004 | $16,305,956 | |
| 3 | SCHW |
Schwab Charles Corp
|
36,843 | $3,399,503 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,758 | $2,482,732 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
24,085 | $2,096,357 | |
| 6 | SNEX |
StoneX Group Inc.
|
17,781 | $1,404,699 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
97,183 | $1,293,505 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
20,289 | $1,270,700 |
All Filings in GS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,828,090 | 28,504 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $21,775,781 | 25,740 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $87,900 | 100 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $26,019,279 | 29,601 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,644,810 | 13,367 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,573,026 | 13,526 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,540,730 | 11,973 | Shares | Sole | 2025-04-29 | |
| 2025-03-31 | $54,629 | 100 | Call | Sole | 2025-04-29 | |
| 2024-12-31 | $171,786 | 300 | Put | Sole | 2025-02-03 | |
| 2024-12-31 | $57,262 | 100 | Call | Sole | 2025-02-03 | |
| 2024-12-31 | $5,871,072 | 10,253 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,352,267 | 4,751 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,953,570 | 4,319 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,377,123 | 3,297 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,227,905 | 3,183 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||