Allen Mooney & Barnes Investment Advisors LLC

Position in GS — Goldman Sachs Group Inc

CIK 2001461 Thomasville, GA

Position in GS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,082,410

+$365,051 QoQ

Shares Held

2,059

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,318

of 3,125 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $15,967,852 across 3 Capital Markets names. GS ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	145,478	$13,423,255
2	GS	Goldman Sachs Group Inc This page	2,059	$2,082,410
3	MS	Morgan Stanley	2,211	$462,187

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,082,410	2,059	+1.4%	Shares	Sole	2026-07-13
2026-03-31	$1,717,359	2,030	+2.5%	Shares	Sole	2026-04-13
2025-12-31	$1,741,299	1,981	+0.5%	Shares	Sole	2026-01-21
2025-09-30	$1,570,402	1,972	-20.0%	Shares	Sole	2025-10-15
2025-06-30	$1,743,896	2,464	+1.4%	Shares	Sole	2025-07-08
2025-03-31	$1,326,938	2,429	-0.2%	Shares	Sole	2025-04-16
2024-12-31	$1,393,184	2,433	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$1,198,661	2,421	+1.7%	Shares	Sole	2024-10-15
2024-06-30	$1,076,521	2,380	+0.5%	Shares	Sole	2024-07-12
2024-03-31	$989,507	2,369	+0.8%	Shares	Sole	2024-04-12
2023-12-31	$906,559	2,350	+0.7%	Shares	Sole	2024-01-22
2023-09-30	$755,212	2,334	+0.9%	Shares	Sole	2023-11-21
2023-06-30	$746,035	2,313	+0.8%	Shares	Sole	2024-05-23
2023-03-31	$750,717	2,295	+0.7%	Shares	Sole	2024-05-23
2022-12-31	$782,219	2,278	+0.7%	Shares	Sole	2024-05-23
2022-09-30	$662,879	2,262	+2.1%	Shares	Sole	2024-05-23
2022-06-30	$658,196	2,216	+0.7%	Shares	Sole	2024-05-23
2022-03-31	$726,550	2,201	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.