JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in GS — Goldman Sachs Group Inc

CIK 2006637 MILTON, GA

Position in GS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$13,776,882

+$2,430,465 QoQ

Shares Held

13,622

+1.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#553

of 3,124 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $28,136,155 across 3 Capital Markets names. GS ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	13,622	$13,776,882
2	SCHW	Schwab Charles Corp	131,823	$12,163,308
3	MS	Morgan Stanley	10,505	$2,195,965

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,776,882	13,622	+1.6%	Shares	Sole	2026-07-16
2026-03-31	$11,346,417	13,412	+1.3%	Shares	Sole	2026-04-27
2025-12-31	$11,642,355	13,245	+1.7%	Shares	Sole	2026-01-15
2025-09-30	$10,375,644	13,029	+3.5%	Shares	Sole	2025-10-14
2025-06-30	$8,911,280	12,591	+2.5%	Shares	Sole	2025-07-22
2025-03-31	$6,708,987	12,281	+2.8%	Shares	Sole	2025-04-22
2024-12-31	$6,842,236	11,949	+7.0%	Shares	Sole	2025-01-21
2024-09-30	$5,527,408	11,164	+6.9%	Shares	Sole	2024-10-15
2024-06-30	$4,724,482	10,445	+0.4%	Shares	Sole	2024-07-11
2024-03-31	$4,346,064	10,405	+2.1%	Shares	Sole	2024-04-26
2023-12-31	$3,929,838	10,187	+0.1%	Shares	Sole	2024-01-17
2023-09-30	$3,292,324	10,175	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.