Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,605,502
+$1,717,412 QoQ
Shares Held
7,520
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#768
of 3,125 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hamilton Capital Partners Inc. holds $24,244,773 across 8 Capital Markets names. GS ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
84,573 | $7,803,550 | |
| 2 | GS |
Goldman Sachs Group Inc
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|
7,520 | $7,605,502 | |
| 3 | MS |
Morgan Stanley
|
35,686 | $7,459,801 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,608 | $452,941 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,250 | $301,792 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
5,455 | $272,640 | |
| 7 | EVR |
Evercore Inc.
|
681 | $232,520 | |
| 8 | SF |
Stifel Financial Corp
|
1,663 | $116,027 |
All Filings in GS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,605,502 | 7,520 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,888,090 | 6,960 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $6,347,259 | 7,221 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $6,116,764 | 7,681 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $6,429,908 | 9,085 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $4,709,566 | 8,621 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $4,266,591 | 7,451 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $3,213,759 | 6,491 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $2,955,911 | 6,535 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $2,914,640 | 6,978 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $840,978 | 2,180 | Shares | Sole | 2026-08-14 | |
| 2023-09-30 | $705,382 | 2,180 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $703,137 | 2,180 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $713,099 | 2,180 | Shares | Sole | 2026-08-14 | |
| 2022-12-31 | $748,568 | 2,180 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||