Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$45,445,909
+$7,461,806 QoQ
Shares Held
44,935
+0.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#302
of 3,136 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $63,181,085 across 16 Capital Markets names. GS ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
44,935 | $45,445,909 | |
| 2 | SCHW |
Schwab Charles Corp
|
172,406 | $15,907,900 | |
| 3 | MS |
Morgan Stanley
|
6,043 | $1,263,227 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,858 | $186,319 | |
| 5 | MC |
Moelis & Co
|
1,683 | $110,101 | |
| 6 | BGC |
BGC Group, Inc.
|
10,167 | $108,685 | |
| 7 | CLSK |
Cleanspark, Inc.
|
2,857 | $41,568 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
138 | $38,871 |
All Filings in GS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,445,909 | 44,935 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $37,984,103 | 44,899 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $41,552,967 | 47,273 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,477,026 | 47,061 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $33,214,705 | 46,930 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,164,078 | 9,453 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $5,454,777 | 9,526 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $4,784,247 | 9,663 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,453,995 | 9,847 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $4,275,056 | 10,235 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $4,182,518 | 10,842 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $4,064,686 | 12,562 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $4,371,383 | 13,553 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $5,396,333 | 16,497 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $6,134,482 | 17,865 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $5,601,943 | 19,116 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $6,062,771 | 20,412 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $6,797,419 | 20,592 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $7,676,630 | 20,067 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $7,537,917 | 19,940 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $7,490,782 | 19,737 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $6,522,669 | 19,947 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $5,216,974 | 19,783 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,888,768 | 19,350 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,587,437 | 13,093 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||