Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$964,846
+$159,464 QoQ
Shares Held
954
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,771
of 3,125 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, 2026BCS Private Wealth Management, Inc. holds $3,984,846 across 2 Capital Markets names. GS ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,447 | $3,020,000 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
954 | $964,846 |
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,846 | 954 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $805,382 | 952 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $819,228 | 932 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,079,850 | 1,356 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $982,357 | 1,388 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||