Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$263,967
+$43,164 QoQ
Shares Held
261
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,669
of 3,125 holders
Holding Since
Dec 2025
3 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, 2026WealthPoint Financial, LLC holds $2,411,777 across 2 Capital Markets names. GS ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
7,625 | $2,147,810 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
261 | $263,967 |
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,967 | 261 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $220,803 | 261 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $229,419 | 261 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||