Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$270,035
+$41,495 QoQ
Shares Held
267
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,655
of 3,125 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Magnolia Private Wealth, LLC holds $744,665 across 2 Capital Markets names. GS ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
1,685 | $474,630 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
267 | $270,035 |
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,035 | 267 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $228,540 | 260 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $207,051 | 260 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||