Position in GS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,289,496
+$245,545 QoQ
Shares Held
1,275
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,586
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, 2026LRI Investments, LLC holds $2,263,077 across 27 Capital Markets names. GS ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,275 | $1,289,496 | |
| 2 | MS |
Morgan Stanley
|
1,246 | $260,463 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,158 | $199,117 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,983 | $198,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,226 | $106,710 | |
| 6 | IREN |
IREN Ltd
|
1,719 | $78,609 | |
| 7 | EVR |
Evercore Inc.
|
125 | $42,679 | |
| 8 | MC |
Moelis & Co
|
343 | $22,438 |
All Filings in GS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289,496 | 1,275 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,043,951 | 1,234 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,110,177 | 1,263 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,172,226 | 1,472 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,120,367 | 1,583 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $774,638 | 1,418 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $929,361 | 1,623 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $768,905 | 1,553 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $736,376 | 1,628 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $80,196 | 192 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||