Position in GS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$635,140
+$59,867 QoQ
Shares Held
628
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,027
of 3,125 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sun Group Wealth Partners holds $885,828 across 2 Capital Markets names. GS ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
628 | $635,140 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
1,869 | $250,688 |
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,140 | 628 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $575,273 | 680 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $451,806 | 514 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||