Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$304,422
+$50,625 QoQ
Shares Held
301
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,564
of 3,136 holders
Holding Since
Dec 2024
7 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, 2026Gallagher Capital Advisors, LLC holds $2,418,861 across 2 Capital Markets names. GS ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,115 | $2,114,439 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
301 | $304,422 |
All Filings in GS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,422 | 301 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $253,797 | 300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $298,860 | 340 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $370,302 | 465 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $327,688 | 463 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $251,839 | 461 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $262,259 | 458 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||