ROTHSCHILD INVESTMENT LLC

Position in GS — Goldman Sachs Group Inc

CIK 85338 CHICAGO, IL

Position in GS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,782,523

+$1,203,100 QoQ

Shares Held

3,740

+22.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $16,075,704 across 43 Capital Markets names. GS ranks #1 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	3,740	$3,782,523
2	SCHW	Schwab Charles Corp	37,778	$3,485,776
3	MS	Morgan Stanley	14,730	$3,079,159
4	EVR	Evercore Inc.	5,821	$1,987,522
5	JEF	Jefferies Financial Group Inc.	32,666	$1,632,646
6	MKTX	Marketaxess Holdings Inc	4,148	$470,756
7	SF	Stifel Financial Corp	6,497	$453,295
8	LAZ	Lazard, Inc.	6,693	$280,704

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,782,523	3,740	+22.7%	Shares	Sole	2026-08-06
2026-03-31	$2,579,423	3,049	+13.6%	Shares	Sole	2026-05-07
2025-12-31	$2,358,357	2,683	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$2,119,087	2,661	+5.2%	Shares	Sole	2025-11-07
2025-06-30	$1,789,899	2,529	-3.4%	Shares	Sole	2025-08-11
2025-03-31	$1,430,733	2,619	-0.8%	Shares	Sole	2025-04-08
2024-12-31	$1,511,144	2,639	-6.0%	Shares	Sole	2025-02-04
2024-09-30	$1,389,278	2,806	-5.4%	Shares	Sole	2024-10-18
2024-06-30	$1,341,581	2,966	-0.5%	Shares	Sole	2024-07-31
2024-03-31	$1,244,716	2,980	-6.8%	Shares	Sole	2024-07-31
2023-12-31	$1,233,692	3,198	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.