DIVERSIFIED MANAGEMENT INC

Position in GS — Goldman Sachs Group Inc

CIK 922372 MILWAUKEE, WI

Position in GS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$730,209

-$3,410,912 QoQ

Shares Held

722

-85.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,942

of 3,125 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DIVERSIFIED MANAGEMENT INC holds $2,178,371 across 4 Capital Markets names. GS ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	9,537	$879,978
2	GS	Goldman Sachs Group Inc This page	722	$730,209
3	MS	Morgan Stanley	1,641	$343,034
4	SNEX	StoneX Group Inc.	2,850	$225,150

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$730,209	722	-85.3%	Shares	Sole	2026-07-10
2026-03-31	$4,141,121	4,895	+0.9%	Shares	Sole	2026-04-09
2025-12-31	$4,263,150	4,850	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.