Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$875,846
+$176,213 QoQ
Shares Held
866
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,825
of 3,125 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Wealth Management LLC holds $1,417,886 across 2 Capital Markets names. GS ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
866 | $875,846 | |
| 2 | MS |
Morgan Stanley
|
2,593 | $542,040 |
All Filings in GS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,846 | 866 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $699,633 | 827 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $448,290 | 510 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $405,342 | 509 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $323,441 | 457 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $246,923 | 452 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $257,679 | 450 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||