Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$86,316,384
+$17,518,786 QoQ
Shares Held
85,346
+4.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#211
of 3,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $97,002,004 across 8 Capital Markets names. GS ranks #1 (89.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
85,346 | $86,316,384 | |
| 2 | MS |
Morgan Stanley
|
30,893 | $6,457,872 | |
| 3 | SCHW |
Schwab Charles Corp
|
20,448 | $1,886,736 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
9,114 | $913,951 | |
| 5 | EVR |
Evercore Inc.
|
1,181 | $403,240 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,771 | $375,817 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,954 | $344,156 | |
| 8 | SF |
Stifel Financial Corp
|
4,355 | $303,848 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,316,384 | 85,346 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $68,797,598 | 81,322 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $67,016,718 | 76,242 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $54,348,498 | 68,247 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $44,259,854 | 62,536 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $32,869,723 | 60,169 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $33,794,314 | 59,017 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $27,007,260 | 54,548 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $14,459,765 | 31,968 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $9,156,182 | 21,921 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,716,003 | 25,186 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $7,029,234 | 21,724 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,337,926 | 35,152 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,949,377 | 30,416 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,481,674 | 30,525 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,234,525 | 24,687 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $6,936,605 | 23,354 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $7,457,619 | 22,592 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,336,586 | 11,336 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $4,391,196 | 11,616 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $5,156,674 | 13,587 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,143,090 | 12,670 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,032,665 | 11,500 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,758,715 | 13,727 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,798,496 | 14,161 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $2,047,080 | 13,242 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||