Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,952,157
+$6,345,583 QoQ
Shares Held
6,874
+858.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#802
of 3,124 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Derivatives in GS
reported options exposure · as of Jun 30, 2026CallValue
$1,048
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Diversify Advisory Services, LLC holds $27,546,888 across 17 Capital Markets names. GS ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
|
14,462 | $946,104 |
All Filings in GS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,048 | 100 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $6,952,157 | 6,874 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $606,574 | 717 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,899,546 | 5,574 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,928,610 | 6,189 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,855,923 | 8,274 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,467,591 | 4,517 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,983,555 | 3,464 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,979,944 | 3,999 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,113,239 | 4,672 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,802,750 | 4,316 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||