Broadway Wealth Solutions, Inc.
Position in GS — Goldman Sachs Group Inc
CIK 2021265
San Antonio, TX
Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$608,844
+$91,945 QoQ
Shares Held
602
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#2,058
of 3,125 holders
Holding Since
Dec 2024
7 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, 2026Broadway Wealth Solutions, Inc. holds $980,230 across 2 Capital Markets names. GS ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
602 | $608,844 | |
| 2 | SCHW |
Schwab Charles Corp
|
4,025 | $371,386 |
All Filings in GS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,844 | 602 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $516,899 | 611 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $395,550 | 450 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $389,415 | 489 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $350,336 | 495 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $269,320 | 493 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $308,642 | 539 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||