Churchill Financial Advisors, LLC
Position in GS — Goldman Sachs Group Inc
CIK 2095935
LOUISVILLE, KY
Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,840,875
+$1,772,709 QoQ
Shares Held
10,719
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#627
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, 2026Churchill Financial Advisors, LLC holds $12,137,968 across 2 Capital Markets names. GS ranks #1 (89.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
10,719 | $10,840,875 | |
| 2 | MS |
Morgan Stanley
|
6,205 | $1,297,093 |
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,840,875 | 10,719 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,068,166 | 10,719 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,641,422 | 6,418 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||