CARRET ASSET MANAGEMENT, LLC

Position in GS — Goldman Sachs Group Inc

CIK 791490 NEW YORK, NY

Position in GS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$13,795,086

+$1,748,189 QoQ

Shares Held

13,640

-4.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#552

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $21,277,203 across 3 Capital Markets names. GS ranks #1 (64.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	13,640	$13,795,086
2	MS	Morgan Stanley	34,516	$7,215,224
3	JEF	Jefferies Financial Group Inc.	5,340	$266,893

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,795,086	13,640	-4.2%	Shares	Sole	2026-08-04
2026-03-31	$12,046,897	14,240	0.0%	Shares	Sole	2026-05-15
2025-12-31	$12,516,960	14,240	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$11,399,750	14,315	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$10,240,434	14,469	-0.7%	Shares	Sole	2025-08-04
2025-03-31	$7,961,630	14,574	+9.5%	Shares	Sole	2025-04-22
2024-12-31	$7,618,136	13,304	0.0%	Shares	Sole	2025-02-10
2024-09-30	$6,586,943	13,304	-0.1%	Shares	Sole	2024-10-24
2024-06-30	$6,023,997	13,318	+0.5%	Shares	Sole	2024-08-01
2024-03-31	$5,533,557	13,248	+1.5%	Shares	Sole	2024-04-19
2023-12-31	$5,037,384	13,058	+6.5%	Shares	Sole	2024-02-02
2023-09-30	$3,966,321	12,258	-6.8%	Shares	Sole	2023-10-12
2023-06-30	$4,240,755	13,148	-11.5%	Shares	Sole	2023-07-25
2023-03-31	$4,857,256	14,849	-7.5%	Shares	Sole	2023-05-11
2022-12-31	$5,511,935	16,052	0.0%	Shares	Sole	2023-01-10
2022-09-30	$4,704,038	16,052	-6.3%	Shares	Sole	2022-11-14
2022-06-30	$5,087,061	17,127	-0.5%	Shares	Sole	2022-08-04
2022-03-31	$5,681,351	17,211	+2.3%	Shares	Sole	2022-04-13
2021-12-31	$6,434,873	16,821	+0.6%	Shares	Sole	2022-01-10
2021-09-30	$6,318,771	16,715	-2.3%	Shares	Sole	2021-10-27
2021-06-30	$6,491,860	17,105	-7.5%	Shares	Sole	2021-07-14
2021-03-31	$6,047,865	18,495	+0.5%	Shares	Sole	2021-07-14
2020-12-31	$4,850,945	18,395	+18.7%	Shares	Sole	2021-03-16
2020-09-30	$3,115,035	15,500	+16.5%	Shares	Sole	2020-11-16
2020-06-30	$2,628,346	13,300	+57.3%	Shares	Sole	2020-08-12
2020-03-31	$1,307,058	8,455	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.