Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$161,819
+$110,468 QoQ
Shares Held
160
+70.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,895
of 3,125 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $516,902 across 7 Capital Markets names. GS ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,355 | $283,249 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
160 | $161,819 | |
| 3 | SCHW |
Schwab Charles Corp
|
645 | $59,514 | |
| 4 | MIAX |
Miami International Holdings, Inc.
|
157 | $5,834 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
10 | $2,816 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
41 | $2,567 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
11 | $1,103 |
All Filings in GS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,819 | 160 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $51,351 | 94 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $53,826 | 94 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,540 | 94 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $42,518 | 94 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $39,262 | 94 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $39,348 | 102 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $30,415 | 94 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $30,318 | 94 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $30,748 | 94 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $29,874 | 87 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $25,495 | 87 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $28,513 | 96 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $42,252 | 128 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $43,610 | 114 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $54,058 | 143 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $65,279 | 172 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $53,628 | 164 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $35,600 | 135 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $27,130 | 135 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $26,678 | 135 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $21,797 | 141 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||