PDS Planning, Inc

Position in GS — Goldman Sachs Group Inc

CIK 838618 DUBLIN, OH

Position in GS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,752,704

+$380,509 QoQ

Shares Held

1,733

+6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,414

of 3,125 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $4,974,062 across 6 Capital Markets names. GS ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,733	$1,752,704
2	MS	Morgan Stanley	6,927	$1,448,020
3	SCHW	Schwab Charles Corp	9,936	$916,794
4	NMR	Nomura Holdings Inc	40,652	$356,924
5	HOOD	Robinhood Markets, Inc.	2,844	$285,196
6	EVR	Evercore Inc.	628	$214,424

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,752,704	1,733	+6.8%	Shares	Sole	2026-08-05
2026-03-31	$1,372,195	1,622	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$1,424,859	1,621	-0.7%	Shares	Sole	2026-01-26
2025-09-30	$1,299,643	1,632	-1.8%	Shares	Sole	2025-10-21
2025-06-30	$1,176,280	1,662	+7.2%	Shares	Sole	2025-07-24
2025-03-31	$846,749	1,550	+8.9%	Shares	Sole	2025-04-24
2024-12-31	$814,838	1,423	+1.6%	Shares	Sole	2025-02-10
2024-09-30	$693,649	1,401	+4.6%	Shares	Sole	2024-10-30
2024-06-30	$605,656	1,339	+19.7%	Shares	Sole	2024-08-08
2024-03-31	$467,395	1,119	+0.8%	Shares	Sole	2024-05-01
2023-12-31	$428,204	1,110	+6.4%	Shares	Sole	2024-02-01
2023-09-30	$337,483	1,043	+2.0%	Shares	Sole	2023-10-23
2023-06-30	$329,958	1,023	+16.1%	Shares	Sole	2023-07-21
2023-03-31	$288,183	881	+44.2%	Shares	Sole	2023-05-02
2022-12-31	$209,805	611	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.