Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$173,955
+$24,215 QoQ
Shares Held
172
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,878
of 3,113 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)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $763,647 across 18 Capital Markets names. GS ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,303 | $272,379 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
172 | $173,955 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,784 | $164,609 | |
| 4 | SF |
Stifel Financial Corp
|
1,023 | $71,374 | |
| 5 | NMR |
Nomura Holdings Inc
|
4,870 | $42,758 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
180 | $15,667 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
103 | $5,147 | |
| 8 | TW |
Tradeweb Markets Inc.
|
41 | $4,086 |
All Filings in GS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,955 | 172 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $149,740 | 177 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $203,049 | 231 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $191,124 | 240 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $174,106 | 246 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $134,933 | 247 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $133,993 | 234 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $97,536 | 197 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $89,107 | 197 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $83,120 | 199 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $80,625 | 209 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||