Position in GS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$172,241,367
+$37,184,987 QoQ
Shares Held
170,305
+6.7% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#139
of 3,136 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $745,384,896 across 44 Capital Markets names. GS ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
170,305 | $172,241,367 | |
| 2 | MS |
Morgan Stanley
|
794,874 | $166,160,460 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,582,419 | $146,009,800 | |
| 4 | MC |
Moelis & Co
|
1,709,578 | $111,840,592 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
578,028 | $50,311,556 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
290,735 | $38,996,285 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
265,962 | $26,670,669 | |
| 8 | EVR |
Evercore Inc.
|
29,792 | $10,172,180 |
All Filings in GS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,241,367 | 170,305 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $135,056,380 | 159,643 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,381,260 | 45,940 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,687,562 | 39,791 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $23,933,273 | 33,816 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,942,413 | 25,522 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $11,313,252 | 19,757 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,422,193 | 14,991 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,523,119 | 7,789 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $801,129 | 1,918 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $104,157 | 270 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $65,684 | 203 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $137,402 | 426 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $71,309 | 218 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $97,519 | 284 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,033 | 24 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,316 | 28 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $25,747 | 78 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $32,899 | 86 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,815 | 63 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,910 | 63 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $62,457 | 191 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $23,470 | 89 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||