Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$351,956
+$131,153 QoQ
Shares Held
348
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#2,439
of 3,124 holders
Holding Since
Jun 2025
5 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, 2026Parkwoods Wealth Partners, LLC holds $660,917 across 2 Capital Markets names. GS ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
348 | $351,956 | |
| 2 | MS |
Morgan Stanley
|
1,478 | $308,961 |
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,956 | 348 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $220,803 | 261 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $271,611 | 309 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $264,388 | 332 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $228,603 | 323 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||