Position in GS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,486,160
+$1,352,734 QoQ
Shares Held
7,402
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#775
of 3,118 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $53,636,437 across 32 Capital Markets names. GS ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
159,718 | $33,387,450 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
94,985 | $8,267,494 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
7,402 | $7,486,160 | |
| 4 | SCHW |
Schwab Charles Corp
|
24,434 | $2,254,524 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,148 | $516,241 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
9,181 | $458,865 | |
| 7 | EVR |
Evercore Inc.
|
580 | $198,034 | |
| 8 | SF |
Stifel Financial Corp
|
2,719 | $189,704 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,486,160 | 7,402 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,133,426 | 7,250 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,349,017 | 7,223 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,776,507 | 5,998 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,221,020 | 5,964 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $3,349,849 | 6,132 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $3,817,084 | 6,666 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $2,343,354 | 4,733 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $2,291,905 | 5,067 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $4,984,294 | 11,933 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $11,069,283 | 28,694 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $9,346,965 | 28,887 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $9,644,912 | 29,903 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $19,213,786 | 58,738 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $20,483,990 | 59,654 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $22,959,295 | 78,346 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $19,006,903 | 63,992 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $25,628,303 | 77,638 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $29,322,839 | 76,651 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $17,039,702 | 45,075 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $17,084,163 | 45,014 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $14,465,826 | 44,238 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $11,793,110 | 44,720 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,443,753 | 42,015 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $8,303,003 | 42,015 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $6,443,001 | 41,678 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||