Position in GS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$53,842,187
-$1,814,335 QoQ
Shares Held
63,644
+0.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.002702532838915.ToString("F0")%
Shared 0.ToString("F0")%
None 87.99729746716109.ToString("F0")%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $185,706,691 across 35 Capital Markets names. GS ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
63,644 | $53,842,187 | |
| 2 | MS |
Morgan Stanley
|
224,241 | $36,903,341 | |
| 3 | SCHW |
Schwab Charles Corp
|
329,593 | $30,975,150 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
204,992 | $14,205,945 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
220,252 | $9,089,800 | |
| 6 | SF |
Stifel Financial Corp
|
83,677 | $6,185,403 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
31,957 | $5,272,265 | |
| 8 | EVR |
Evercore Inc.
|
14,802 | $4,418,545 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,842,187 | 63,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,656,522 | 63,318 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $49,607,826 | 62,294 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,461,309 | 55,756 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,494,518 | 48,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,793,095 | 45,044 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,074,473 | 52,664 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,182,066 | 44,619 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,272,417 | 36,564 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,786,262 | 35,737 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $10,718,903 | 33,127 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,888,572 | 43,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,125,615 | 40,126 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $13,237,299 | 38,550 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,272,215 | 28,228 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,417,480 | 24,973 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,904,904 | 23,947 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,655,973 | 20,013 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,094,221 | 16,121 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,215,819 | 11,108 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,422,382 | 10,466 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,196,176 | 8,328 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,317,157 | 6,554 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $789,887 | 3,997 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $849,935 | 5,498 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||