Position in GS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$490,674
-$64,854 QoQ
Shares Held
580
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Optimize Financial Inc holds $2,668,669 across 6 Capital Markets names. GS ranks #1 (18.4% of the industry book) .
All Filings in GS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $490,674 | 580 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $555,528 | 632 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $498,515 | 626 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $455,083 | 643 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $353,449 | 647 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $397,970 | 695 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||