Provenance Wealth Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 2081584
FORT LAUDERDALE, FL
Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$74,841
+$19,852 QoQ
Shares Held
74
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,969
of 3,125 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $466,911 across 4 Capital Markets names. GS ranks #2 (16.0% of the industry book) .
All Filings in GS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,841 | 74 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,989 | 65 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $57,135 | 65 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $51,762 | 65 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $46,003 | 65 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $35,508 | 65 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $37,220 | 65 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $32,182 | 65 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $29,400 | 65 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $27,149 | 65 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $25,075 | 65 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $2,264 | 7 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||