BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in GS — Goldman Sachs Group Inc
CIK 2010186
CINCINNATI, OH
Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,373,930
+$545,786 QoQ
Shares Held
3,336
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,090
of 3,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,689,083 across 14 Capital Markets names. GS ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,802 | $4,766,530 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
3,336 | $3,373,930 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,712 | $1,634,286 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,328 | $724,869 | |
| 5 | PIPR |
Piper Sandler Companies
|
744 | $53,820 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
331 | $33,192 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
217 | $29,106 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
320 | $20,041 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,373,930 | 3,336 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,828,144 | 3,343 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,931,465 | 3,335 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,129,439 | 2,674 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,988,069 | 2,809 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,580,416 | 2,893 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,484,231 | 2,592 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,317,982 | 2,662 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,213,122 | 2,682 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,284,396 | 3,075 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,779,171 | 4,612 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,081,370 | 3,342 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,089,217 | 3,377 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $429,168 | 1,312 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $457,038 | 1,331 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $393,859 | 1,344 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $400,679 | 1,349 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $440,683 | 1,335 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $488,898 | 1,278 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $368,957 | 976 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $362,071 | 954 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $311,958 | 954 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $251,579 | 954 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $189,514 | 943 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $186,355 | 943 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $145,778 | 943 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||