LAUREL OAK WEALTH MANAGEMENT, LLC

Position in GS — Goldman Sachs Group Inc

CIK 2111403 MARLTON, NJ

Position in GS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$936,528

+$163,294 QoQ

Shares Held

926

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,792

of 3,124 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,390,591 across 3 Capital Markets names. GS ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	926	$936,528
2	HOOD	Robinhood Markets, Inc.	2,483	$248,995
3	MS	Morgan Stanley	981	$205,068

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$936,528	926	+1.3%	Shares	Sole	2026-07-21
2026-03-31	$773,234	914	-5.8%	Shares	Sole	2026-04-21
2025-12-31	$852,630	970	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.