Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,466,209
+$1,667,675 QoQ
Shares Held
4,416
+33.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#974
of 3,124 holders
Holding Since
Sep 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 Jun 30, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $5,997,665 across 6 Capital Markets names. GS ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
4,416 | $4,466,209 | |
| 2 | MS |
Morgan Stanley
|
2,609 | $545,385 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,723 | $343,521 | |
| 4 | WULF |
Terawulf Inc.
|
10,283 | $253,990 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,337 | $203,412 | |
| 6 | CLSK |
Cleanspark, Inc.
|
12,725 | $185,148 |
All Filings in GS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,466,209 | 4,416 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,798,534 | 3,308 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,394,396 | 2,724 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,850,717 | 2,324 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,429,655 | 2,020 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $861,499 | 1,577 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $494,171 | 863 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $302,512 | 611 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||