Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$804,039
+$320,133 QoQ
Shares Held
795
+39.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
#1,887
of 3,125 holders
Holding Since
Sep 2025
4 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, 2026A4 Wealth Advisors LLC holds $1,293,192 across 2 Capital Markets names. GS ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
795 | $804,039 | |
| 2 | MS |
Morgan Stanley
|
2,340 | $489,153 |
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,039 | 795 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $483,906 | 572 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $682,104 | 776 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $940,489 | 1,181 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||