WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Position in GS — Goldman Sachs Group Inc
CIK 771118
BERMUDA RUN, NC
Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,768,609
-$463,839 QoQ
Shares Held
4,715
-23.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#949
of 3,136 holders
Holding Since
Mar 2025
6 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, 2026WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $9,028,655 across 3 Capital Markets names. GS ranks #1 (52.8% of the industry book) .
All Filings in GS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,768,609 | 4,715 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,232,448 | 6,185 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,125,449 | 5,831 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,155,354 | 5,218 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,975,330 | 2,791 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,497,380 | 2,741 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||