Position in GS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$367,126
+$95,565 QoQ
Shares Held
363
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,401
of 3,124 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, 2026AGH Wealth Advisors, LLC holds $760,957 across 2 Capital Markets names. GS ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,884 | $393,831 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
363 | $367,126 |
All Filings in GS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,126 | 363 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $271,561 | 321 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $281,280 | 320 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $304,205 | 382 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $266,821 | 377 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $203,218 | 372 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $214,159 | 374 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||