Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$158,740,588
+$8,491,073 QoQ
Shares Held
156,956
-11.6% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#147
of 3,137 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 3%
None 65%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $454,652,103 across 29 Capital Markets names. GS ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
156,956 | $158,740,588 | |
| 2 | MS |
Morgan Stanley
|
565,775 | $118,269,604 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,274,680 | $117,614,722 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
50,282 | $14,163,433 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
151,397 | $13,177,594 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
67,846 | $6,803,596 | |
| 7 | IREN |
IREN Ltd
|
102,943 | $4,707,582 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
53,446 | $3,183,778 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,740,588 | 156,956 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $150,249,515 | 177,602 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $162,157,920 | 184,480 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $149,614,255 | 187,875 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $139,486,200 | 197,084 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $114,057,703 | 208,786 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $119,234,371 | 208,226 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $103,696,827 | 209,442 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $255,103,502 | 563,989 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $228,473,504 | 546,993 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $211,572,854 | 548,443 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $195,159,302 | 603,144 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $191,799,055 | 594,652 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $209,596,385 | 640,752 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $226,723,167 | 660,269 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $205,708,790 | 701,958 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $201,723,210 | 679,157 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $181,868,593 | 550,950 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $204,045,665 | 533,383 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $202,222,232 | 534,937 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $210,325,276 | 554,173 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $183,060,486 | 559,818 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $131,429,898 | 498,388 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $92,859,993 | 462,059 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $114,063,495 | 577,186 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $64,597,284 | 417,862 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||