Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,512,977
+$941,248 QoQ
Shares Held
5,451
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#891
of 3,124 holders
Holding Since
Mar 2023
14 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, 2026Concord Asset Management, LLC/VA holds $10,346,399 across 2 Capital Markets names. GS ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
5,451 | $5,512,977 | |
| 2 | MS |
Morgan Stanley
|
23,122 | $4,833,422 |
All Filings in GS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,512,977 | 5,451 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,571,729 | 5,404 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,089,410 | 5,790 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,546,362 | 5,709 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,855,114 | 5,447 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,983,289 | 5,461 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,748,003 | 4,799 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,150,757 | 4,344 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,675,393 | 3,704 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $1,200,858 | 2,875 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $1,044,665 | 2,708 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $708,294 | 2,189 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $538,964 | 1,671 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $430,803 | 1,317 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||