PINNACLE ASSOCIATES LTD

Position in GS — Goldman Sachs Group Inc

CIK 743127 NEW YORK, NY

Position in GS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$37,062,665

+$6,197,566 QoQ

Shares Held

36,646

+0.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#341

of 3,136 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $145,284,802 across 6 Capital Markets names. GS ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	447,409	$93,526,377
2	GS	Goldman Sachs Group Inc This page	36,646	$37,062,665
3	EVR	Evercore Inc.	34,039	$11,622,276
4	SCHW	Schwab Charles Corp	25,749	$2,375,860
5	JEF	Jefferies Financial Group Inc.	7,412	$370,451
6	LAZ	Lazard, Inc.	7,801	$327,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,062,665	36,646	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$30,865,099	36,484	-2.1%	Shares	Sole	2026-04-22
2025-12-31	$32,741,871	37,249	-0.8%	Shares	Sole	2026-02-05
2025-09-30	$29,914,887	37,565	-1.3%	Shares	Sole	2025-11-13
2025-06-30	$26,927,056	38,046	-1.5%	Shares	Sole	2025-08-04
2025-03-31	$21,092,803	38,611	-1.0%	Shares	Sole	2025-05-06
2024-12-31	$22,328,171	38,993	-7.4%	Shares	Sole	2025-02-14
2024-09-30	$20,847,596	42,107	+8.3%	Shares	Sole	2024-10-25
2024-06-30	$17,580,773	38,868	-4.7%	Shares	Sole	2024-07-30
2024-03-31	$17,037,157	40,789	-3.1%	Shares	Sole	2024-04-26
2023-12-31	$16,243,617	42,107	-20.0%	Shares	Sole	2024-01-19
2023-09-30	$17,034,666	52,646	+0.9%	Shares	Sole	2023-10-24
2023-06-30	$16,823,363	52,159	-0.6%	Shares	Sole	2023-07-27
2023-03-31	$17,168,368	52,485	-1.1%	Shares	Sole	2023-05-05
2022-12-31	$18,223,519	53,071	+1.0%	Shares	Sole	2023-02-01
2022-09-30	$15,404,759	52,567	+0.3%	Shares	Sole	2022-11-01
2022-06-30	$15,568,600	52,416	-15.1%	Shares	Sole	2022-08-02
2022-03-31	$20,377,403	61,731	+22.0%	Shares	Sole	2022-05-05
2021-12-31	$19,350,909	50,584	+1.0%	Shares	Sole	2022-02-02
2021-09-30	$18,930,230	50,076	-0.0%	Shares	Sole	2021-10-19
2021-06-30	$19,009,519	50,087	-1.0%	Shares	Sole	2021-08-02
2021-03-31	$16,551,105	50,615	-6.4%	Shares	Sole	2021-05-12
2020-12-31	$14,254,052	54,052	+21.5%	Shares	Sole	2021-01-26
2020-09-30	$8,937,537	44,472	+33.9%	Shares	Sole	2020-10-23
2020-06-30	$6,564,145	33,216	+5.0%	Shares	Sole	2020-08-14
2020-03-31	$4,890,145	31,633	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.