Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,354,469
+$421,382 QoQ
Shares Held
2,328
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,264
of 3,125 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Trueblood Wealth Management, LLC holds $3,397,578 across 2 Capital Markets names. GS ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,328 | $2,354,469 | |
| 2 | MS |
Morgan Stanley
|
4,990 | $1,043,109 |
All Filings in GS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,354,469 | 2,328 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,933,087 | 2,285 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,052,465 | 2,335 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,841,957 | 2,313 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,605,884 | 2,269 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,076,191 | 1,970 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,356,536 | 2,369 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,196,680 | 2,417 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,105,017 | 2,443 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,025,428 | 2,455 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $988,728 | 2,563 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||