Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$356,002
+$48,062 QoQ
Shares Held
352
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,426
of 3,124 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026M3 Advisory Group, LLC holds $601,205 across 2 Capital Markets names. GS ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
352 | $356,002 | |
| 2 | MS |
Morgan Stanley
|
1,173 | $245,203 |
All Filings in GS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,002 | 352 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $307,940 | 364 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $433,347 | 493 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $424,454 | 533 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $403,417 | 570 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $327,227 | 599 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $321,812 | 562 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $279,242 | 564 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $245,609 | 543 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||