Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$307,456
+$51,122 QoQ
Shares Held
304
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,543
of 3,124 holders
Holding Since
Dec 2025
3 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, 2026Cogent Private Wealth, Inc. holds $604,501 across 2 Capital Markets names. GS ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
304 | $307,456 | |
| 2 | MS |
Morgan Stanley
|
1,421 | $297,045 |
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,456 | 304 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $256,334 | 303 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $214,476 | 244 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||