Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,568,816
-$3,420,474 QoQ
Shares Held
10,450
-36.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#636
of 3,124 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BURNEY CO/ holds $42,222,830 across 7 Capital Markets names. GS ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
146,181 | $11,548,299 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
10,450 | $10,568,816 | |
| 3 | SCHW |
Schwab Charles Corp
|
111,652 | $10,302,129 | |
| 4 | MS |
Morgan Stanley
|
25,563 | $5,343,689 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
32,404 | $1,930,306 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
19,946 | $1,736,099 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,817 | $793,492 |
All Filings in GS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,568,816 | 10,450 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,989,290 | 16,536 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,857,958 | 7,802 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,704,255 | 7,163 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,103,585 | 7,211 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,809,826 | 6,974 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,243,319 | 5,664 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,686,466 | 5,426 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,644,715 | 5,847 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,512,823 | 6,016 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $2,355,511 | 6,106 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,264,342 | 6,998 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,390,989 | 7,413 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,193,902 | 9,764 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,577,632 | 24,980 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,353,862 | 31,919 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,652,489 | 29,131 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,649,813 | 29,233 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $13,020,854 | 34,037 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,252,819 | 29,767 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,541,445 | 27,775 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,433,984 | 25,792 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,579,083 | 9,780 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||