PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in GS — Goldman Sachs Group Inc
CIK 2145782
WALTHAM, MA
Position in GS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$109,227
+$94,912 QoQ
Shares Held
108
+332.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,929
of 3,125 holders
Holding Since
Dec 2022
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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $991,715 across 8 Capital Markets names. GS ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,824 | $332,840 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
8,643 | $236,299 | |
| 3 | MS |
Morgan Stanley
|
825 | $172,458 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,192 | $109,985 | |
| 5 | GS |
Goldman Sachs Group Inc
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|
108 | $109,227 | |
| 6 | BGC |
BGC Group, Inc.
|
1,500 | $16,035 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
99 | $9,927 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
161 | $4,944 |
All Filings in GS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,227 | 108 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $14,315 | 25 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $12,705 | 37 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||