Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$536,024
+$83,421 QoQ
Shares Held
530
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,138
of 3,124 holders
Holding Since
Sep 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, 2026Ascentis Wealth Management, LLC holds $708,114 across 7 Capital Markets names. GS ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
530 | $536,024 | |
| 2 | MS |
Morgan Stanley
|
514 | $107,446 | |
| 3 | IREN |
IREN Ltd
|
819 | $37,452 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
210 | $21,057 | |
| 5 | FUTU |
Futu Holdings Ltd
|
30 | $2,812 | |
| 6 | TIGR |
UP Fintech Holding Ltd
|
613 | $2,697 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
10 | $626 |
All Filings in GS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,024 | 530 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $452,603 | 535 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $530,037 | 603 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $603,618 | 758 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $450,124 | 636 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $315,752 | 578 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $84,660 | 171 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||