Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$229,580
New position
Shares Held
227
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,771
of 3,125 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $591,637 across 2 Capital Markets names. GS ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,732 | $362,057 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
227 | $229,580 |
All Filings in GS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,580 | 227 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||