JAMES INVESTMENT RESEARCH, INC.

Position in GS — Goldman Sachs Group Inc

CIK 810384 ALPHA, OH

Position in GS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$14,306,840

+$2,180,420 QoQ

Shares Held

14,146

-1.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#545

of 3,118 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

JAMES INVESTMENT RESEARCH, INC. holds $22,212,461 across 5 Capital Markets names. GS ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	14,146	$14,306,840
2	EVR	Evercore Inc.	8,188	$2,795,710
3	PIPR	Piper Sandler Companies	37,536	$2,715,354
4	LPLA	LPL Financial Holdings Inc.	6,002	$1,690,643
5	HLI	Houlihan Lokey, Inc.	5,248	$703,914

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,306,840	14,146	-1.3%	Shares	Sole	2026-07-24
2026-03-31	$12,126,420	14,334	-1.4%	Shares	Sole	2026-04-24
2025-12-31	$12,781,539	14,541	-1.5%	Shares	Sole	2026-01-29
2025-09-30	$11,755,718	14,762	-1.8%	Shares	Sole	2025-10-31
2025-06-30	$10,637,482	15,030	-2.7%	Shares	Sole	2025-08-01
2025-03-31	$8,441,819	15,453	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$8,903,668	15,549	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$7,819,767	15,794	-0.9%	Shares	Sole	2024-10-29
2024-06-30	$7,205,909	15,931	-6.4%	Shares	Sole	2024-07-30
2024-03-31	$7,107,830	17,017	-4.2%	Shares	Sole	2024-05-01
2023-12-31	$6,851,275	17,760	-4.3%	Shares	Sole	2024-02-06
2023-09-30	$6,007,077	18,565	-1.9%	Shares	Sole	2023-10-31
2023-06-30	$6,100,844	18,915	-8.7%	Shares	Sole	2023-08-07
2023-03-31	$6,775,756	20,714	-0.2%	Shares	Sole	2023-04-26
2022-12-31	$7,127,195	20,756	-3.3%	Shares	Sole	2023-01-30
2022-09-30	$6,287,680	21,456	+0.3%	Shares	Sole	2022-10-31
2022-06-30	$6,352,960	21,389	-4.2%	Shares	Sole	2022-08-01
2022-03-31	$7,373,773	22,338	-4.5%	Shares	Sole	2022-04-22
2021-12-31	$8,951,670	23,400	-0.8%	Shares	Sole	2022-01-28
2021-09-30	$8,915,081	23,583	+61.3%	Shares	Sole	2021-10-22
2021-06-30	$5,549,866	14,623	+83.3%	Shares	Sole	2021-07-26
2021-03-31	$2,608,479	7,977	-11.3%	Shares	Sole	2021-04-22
2020-12-31	$2,370,752	8,990	-15.7%	Shares	Sole	2021-01-27
2020-09-30	$2,143,746	10,667	-45.5%	Shares	Sole	2020-10-23
2020-06-30	$3,868,411	19,575	+81.0%	Shares	Sole	2020-07-24
2020-03-31	$1,671,581	10,813	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.