Position in GS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$296,331
-$34,451 QoQ
Shares Held
293
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,582
of 3,125 holders
Holding Since
Sep 2025
4 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, 2026Burton Enright Welch holds $526,275 across 2 Capital Markets names. GS ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
293 | $296,331 | |
| 2 | MS |
Morgan Stanley
|
1,100 | $229,944 |
All Filings in GS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,331 | 293 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $330,782 | 391 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $254,910 | 290 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $217,403 | 273 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||