Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$828,312
+$137,985 QoQ
Shares Held
819
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,866
of 3,125 holders
Holding Since
Mar 2024
10 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, 2026MOSAIC FINANCIAL GROUP, LLC holds $1,284,855 across 2 Capital Markets names. GS ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
819 | $828,312 | |
| 2 | MS |
Morgan Stanley
|
2,184 | $456,543 |
All Filings in GS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,312 | 819 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $690,327 | 816 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $713,748 | 812 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $642,654 | 807 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $568,323 | 803 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $437,032 | 800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $471,266 | 823 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $404,999 | 818 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $368,188 | 814 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $337,911 | 809 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||