Caldwell Trust Co

Bank

Position in GS — Goldman Sachs Group Inc

CIK 2080218 Venice, FL

Position in GS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,298,599

+$194,583 QoQ

Shares Held

1,284

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,583

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $9,270,626 across 5 Capital Markets names. GS ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	18,896	$3,950,019
2	LPLA	LPL Financial Holdings Inc.	7,428	$2,092,319
3	SCHW	Schwab Charles Corp	17,940	$1,655,323
4	GS	Goldman Sachs Group Inc This page	1,284	$1,298,599
5	HOOD	Robinhood Markets, Inc.	2,736	$274,366

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,298,599	1,284	-1.6%	Shares	Sole	2026-08-03
2026-03-31	$1,104,016	1,305	-8.0%	Shares	Sole	2026-04-22
2025-12-31	$1,246,422	1,418	+1.5%	Shares	Sole	2026-01-30
2025-09-30	$1,112,500	1,397	-1.2%	Shares	Sole	2025-10-23
2025-06-30	$1,000,758	1,414	+72.6%	Shares	Sole	2025-09-22
2025-03-31	$447,411	819	+13.1%	Shares	Sole	2025-09-23
2024-12-31	$414,576	724	-4.0%	Shares	Sole	2025-09-24
2024-09-30	$373,312	754	+4.1%	Shares	Sole	2025-09-24
2024-06-30	$327,479	724	0.0%	Shares	Sole	2025-09-24
2024-03-31	$302,407	724	-25.9%	Shares	Sole	2025-09-24
2023-12-31	$376,897	977	-12.5%	Shares	Sole	2025-10-01
2023-09-30	$361,104	1,116	-4.0%	Shares	Sole	2025-10-01
2023-06-30	$374,791	1,162	-4.1%	Shares	Sole	2025-10-01
2023-03-31	$396,457	1,212	-1.7%	Shares	Sole	2025-10-01
2022-12-31	$423,387	1,233	-4.3%	Shares	Sole	2025-10-01
2022-09-30	$377,448	1,288	0.0%	Shares	Sole	2025-10-01
2022-06-30	$382,561	1,288	+7.2%	Shares	Sole	2025-10-02
2022-03-31	$396,450	1,201	+109.6%	Shares	Sole	2025-10-02
2021-12-31	$219,201	573	-15.9%	Shares	Sole	2025-10-02
2021-09-30	$257,438	681	+6.2%	Shares	Sole	2025-10-02
2021-06-30	$243,278	641	-2.0%	Shares	Sole	2025-10-02
2021-03-31	$213,858	654	+35.4%	Shares	Sole	2025-10-02
2020-12-31	$127,371	483	+19.0%	Shares	Sole	2025-10-02
2020-09-30	$81,593	406	-14.7%	Shares	Sole	2025-10-02
2020-06-30	$94,067	476	-29.6%	Shares	Sole	2025-10-02
2020-03-31	$104,502	676	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.