Position in GS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,701,246
-$424,478 QoQ
Shares Held
3,193
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Brown Financial Advisors holds $5,842,578 across 4 Capital Markets names. GS ranks #1 (46.2% of the industry book) .
All Filings in GS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,701,246 | 3,193 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,125,724 | 3,556 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,107,357 | 3,902 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,841,616 | 4,015 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,414,601 | 4,420 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,243,525 | 3,918 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,971,528 | 3,982 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,110,525 | 4,666 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||