Position in GS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,623,430
+$1,789,603 QoQ
Shares Held
10,504
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#637
of 3,139 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $19,164,412 across 7 Capital Markets names. GS ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
10,504 | $10,623,430 | |
| 2 | MS |
Morgan Stanley
|
23,231 | $4,856,208 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,731 | $1,359,229 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,194 | $1,122,534 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,477 | $563,758 | |
| 6 | EVR |
Evercore Inc.
|
1,105 | $377,291 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
930 | $261,962 |
All Filings in GS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,623,430 | 10,504 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,833,827 | 10,442 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,869,110 | 10,090 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,895,013 | 9,914 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,693,191 | 9,457 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,812,814 | 8,810 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,887,884 | 8,536 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||