Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,248,733
+$1,729,535 QoQ
Shares Held
8,156
+5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#734
of 3,125 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Dec 31, 2025CallValue
$430
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, 2026Savvy Advisors, Inc. holds $17,459,503 across 7 Capital Markets names. GS ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
8,156 | $8,248,733 | |
| 2 | MS |
Morgan Stanley
|
22,754 | $4,756,496 | |
| 3 | SCHW |
Schwab Charles Corp
|
29,938 | $2,762,379 | |
| 4 | EVR |
Evercore Inc.
|
1,907 | $651,126 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,448 | $546,325 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
3,977 | $249,079 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,819 | $245,365 |
All Filings in GS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,248,733 | 8,156 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,519,198 | 7,706 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,649,031 | 5,289 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $430 | 100 | Call | Sole | 2026-01-20 | |
| 2025-09-30 | $2,880,397 | 3,617 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,341,944 | 3,309 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,627,397 | 2,979 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,631,394 | 2,849 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $541,155 | 1,093 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $354,618 | 784 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $221,375 | 530 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||