Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$540,071
+$88,313 QoQ
Shares Held
534
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,131
of 3,125 holders
Holding Since
Mar 2026
2 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, 2026Summit Wealth Partners, LLC holds $2,106,825 across 2 Capital Markets names. GS ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,495 | $1,566,754 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
534 | $540,071 |
All Filings in GS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,071 | 534 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $451,758 | 534 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||