Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,787,580
+$632,038 QoQ
Shares Held
3,745
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#1,031
of 3,124 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $4,979,108 across 2 Capital Markets names. GS ranks #1 (76.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
3,745 | $3,787,580 | |
| 2 | MS |
Morgan Stanley
|
5,700 | $1,191,528 |
All Filings in GS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,787,580 | 3,745 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,155,542 | 3,730 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,254,058 | 3,702 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,531,596 | 3,179 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,242,859 | 3,169 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,535,621 | 2,811 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,205,365 | 2,105 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,068,447 | 2,158 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,005,507 | 2,223 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $750,588 | 1,797 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $771,154 | 1,999 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $609,019 | 1,592 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||