Position in GS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$45,511
New position
Shares Held
45
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,012
of 3,125 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Allied Private Wealth LLC holds $391,353 across 7 Capital Markets names. GS ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,423 | $297,463 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
45 | $45,511 | |
| 3 | MC |
Moelis & Co
|
390 | $25,513 | |
| 4 | PJT |
PJT Partners Inc.
|
58 | $8,754 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
650 | $8,651 | |
| 6 | NMR |
Nomura Holdings Inc
|
348 | $3,055 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
24 | $2,406 |
All Filings in GS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,511 | 45 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||