Synergy Investment Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,499
+$36,041 QoQ
Shares Held
44
+340.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,015
of 3,124 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Synergy Investment Management, LLC holds $273,457 across 8 Capital Markets names. GS ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,136 | $104,818 | |
| 2 | MS |
Morgan Stanley
|
334 | $69,818 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
44 | $44,499 | |
| 4 | IREN |
IREN Ltd
|
804 | $36,766 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
156 | $15,643 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3 | $845 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
25 | $767 | |
| 8 | PJT |
PJT Partners Inc.
|
2 | $301 |
All Filings in GS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,499 | 44 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,458 | 10 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,370 | 8 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,580 | 8 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||