Position in GS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$510,741
+$182,498 QoQ
Shares Held
505
+30.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,163
of 3,113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $20,658,625 across 16 Capital Markets names. GS ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
72,349 | $15,123,834 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
7,405 | $2,085,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,394 | $1,697,213 | |
| 4 | GS |
Goldman Sachs Group Inc
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|
505 | $510,741 | |
| 5 | SNEX |
StoneX Group Inc.
|
4,050 | $319,950 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,605 | $313,778 | |
| 7 | CLSK |
Cleanspark, Inc.
|
17,703 | $257,578 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,176 | $117,928 |
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,741 | 505 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $328,243 | 388 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $341,931 | 389 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $312,965 | 393 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $237,095 | 335 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $185,738 | 340 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $160,332 | 280 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $147,047 | 297 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $169,167 | 374 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $153,292 | 367 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $147,364 | 382 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $113,896 | 352 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $113,534 | 352 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $114,815 | 351 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $129,110 | 376 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $108,135 | 369 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $109,600 | 369 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $121,806 | 369 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $151,489 | 396 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $114,165 | 302 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $98,677 | 260 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $85,020 | 260 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $160,863 | 610 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $130,228 | 648 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $197,620 | 1,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $211,324 | 1,367 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||