Position in GS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$6,743,815
+$959,782 QoQ
Shares Held
6,668
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#816
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $7,146,426 across 2 Capital Markets names. GS ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
6,668 | $6,743,815 | |
| 2 | MS |
Morgan Stanley
|
1,926 | $402,611 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,743,815 | 6,668 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,784,033 | 6,837 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $6,829,830 | 7,770 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $6,225,864 | 7,818 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $5,529,650 | 7,813 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $3,822,937 | 6,998 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $3,775,856 | 6,594 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,913,227 | 5,884 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $3,392,852 | 7,501 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $3,131,421 | 7,497 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,298,333 | 8,550 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,831,237 | 8,750 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,822,225 | 8,750 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $3,017,589 | 9,225 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $3,162,529 | 9,210 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $2,464,550 | 8,410 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $2,460,810 | 8,285 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,342,262 | 10,125 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $2,729,494 | 7,135 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $2,638,649 | 6,980 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,384,586 | 6,283 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,020,860 | 6,180 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,089,122 | 4,130 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $884,267 | 4,400 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $869,527 | 4,400 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $803,867 | 5,200 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||