Position in GS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$563,333
+$113,267 QoQ
Shares Held
557
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,108
of 3,125 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, 2026Eagle Wealth Advisors LLC holds $834,875 across 2 Capital Markets names. GS ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
557 | $563,333 | |
| 2 | MS |
Morgan Stanley
|
1,299 | $271,542 |
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,333 | 557 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $450,066 | 532 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $462,354 | 526 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||