Position in GS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$898,096
+$153,625 QoQ
Shares Held
888
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,814
of 3,125 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $5,765,919 across 9 Capital Markets names. GS ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,901 | $2,205,345 | |
| 2 | EVR |
Evercore Inc.
|
5,485 | $1,872,798 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
888 | $898,096 | |
| 4 | MS |
Morgan Stanley
|
2,688 | $561,899 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
3,341 | $209,246 | |
| 6 | IREN |
IREN Ltd
|
190 | $8,688 | |
| 7 | WULF |
Terawulf Inc.
|
200 | $4,940 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
42 | $4,211 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,096 | 888 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $744,471 | 880 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $781,431 | 889 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $703,973 | 884 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $618,573 | 874 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $489,475 | 896 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $521,656 | 911 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $444,113 | 897 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $526,952 | 1,165 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $490,785 | 1,175 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $464,852 | 1,205 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $540,038 | 1,669 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $551,220 | 1,709 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $614,639 | 1,879 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $638,000 | 1,858 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $543,607 | 1,855 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $555,724 | 1,871 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $501,421 | 1,519 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $580,328 | 1,517 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $579,141 | 1,532 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $580,680 | 1,530 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $505,869 | 1,547 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $407,695 | 1,546 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $94,053 | 468 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $70,747 | 358 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $52,406 | 339 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||