Position in GS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$762,572
+$185,607 QoQ
Shares Held
754
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#1,926
of 3,124 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Portus Wealth Advisors, LLC holds $762,572 across 1 Capital Markets name. GS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
754 | $762,572 |
All Filings in GS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,572 | 754 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $576,965 | 682 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $558,165 | 635 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $472,235 | 593 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||