Global Financial Private Client, LLC

Position in GS — Goldman Sachs Group Inc

CIK 2023568 Sarasota, FL

Position in GS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$893,039

+$156,183 QoQ

Shares Held

883

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,815

of 3,124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 6% None 0%

Financial Services · as of Jun 30, 2026

Global Financial Private Client, LLC holds $2,529,541 across 3 Capital Markets names. GS ranks #2 (35.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,807	$1,004,854
2	GS	Goldman Sachs Group Inc This page	883	$893,039
3	IBKR	Interactive Brokers Group, Inc.	7,257	$631,648

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,039	883	+1.4%	Shares	Other	2026-07-20
2026-03-31	$736,856	871	+2.0%	Shares	Sole	2026-04-20
2025-12-31	$750,666	854	+0.6%	Shares	Sole	2026-01-27
2025-09-30	$676,100	849	+3.0%	Shares	Sole	2025-10-21
2025-06-30	$583,185	824	-0.2%	Shares	Sole	2025-07-10
2025-03-31	$451,235	826	+1.1%	Shares	Sole	2025-04-08
2024-12-31	$467,830	817	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$402,524	813	+12.1%	Shares	Sole	2024-10-07
2024-06-30	$327,932	725	-2.9%	Shares	Sole	2024-07-29
2024-03-31	$312,014	747	-0.3%	Shares	Sole	2024-05-16
2023-12-31	$288,941	749	-8.3%	Shares	Sole	2024-05-16
2023-09-30	$264,356	817	0.0%	Shares	Sole	2024-05-16
2023-06-30	$263,515	817	-84.2%	Shares	Sole	2024-05-16
2023-03-31	$1,687,887	5,160	+55.5%	Shares	Sole	2024-05-16
2022-12-31	$1,139,678	3,319	+13.1%	Shares	Sole	2024-05-16
2022-09-30	$859,808	2,934	+3.2%	Shares	Sole	2024-05-16
2022-06-30	$844,724	2,844	+53.6%	Shares	Sole	2024-05-16
2022-03-31	$611,345	1,852	+170.8%	Shares	Sole	2024-05-16
2021-12-31	$261,664	684	+85.9%	Shares	Sole	2024-05-16
2021-09-30	$139,115	368	0.0%	Shares	Sole	2024-05-16
2021-06-30	$139,667	368	0.0%	Shares	Sole	2024-05-16
2021-03-31	$120,336	368	0.0%	Shares	Sole	2024-05-16
2020-12-31	$97,045	368	0.0%	Shares	Sole	2024-05-16
2020-09-30	$73,956	368	-32.6%	Shares	Sole	2024-05-16
2020-06-30	$107,900	546	+3.2%	Shares	Sole	2024-05-16
2020-03-31	$81,778	529	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.