AssuredPartners Investment Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 2055492
Tampa, FL
Position in GS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,244,474
+$367,263 QoQ
Shares Held
3,208
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,108
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, 2026AssuredPartners Investment Advisors, LLC holds $8,656,519 across 2 Capital Markets names. GS ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
25,890 | $5,412,045 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
3,208 | $3,244,474 |
All Filings in GS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,244,474 | 3,208 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,877,211 | 3,401 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $291,828 | 332 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $242,090 | 304 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $216,571 | 306 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||