STEPH & CO

Position in GS — Goldman Sachs Group Inc

CIK 941519 MARINETTE, WI

Position in GS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$25,284

-$1,787 QoQ

Shares Held

-21.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,034

of 3,113 holders

Holding Since

Sep 2023

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STEPH & CO holds $168,232 across 4 Capital Markets names. GS ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	286	$80,560
2	HLI	Houlihan Lokey, Inc.	234	$31,386
3	SCHW	Schwab Charles Corp	336	$31,002
4	GS	Goldman Sachs Group Inc This page	25	$25,284

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,284	25	-21.9%	Shares	Sole	2026-07-16
2026-03-31	$27,071	32	+88.2%	Shares	Sole	2026-04-17
2024-09-30	$8,416	17	+41.7%	Shares	Sole	2024-10-15
2023-09-30	$3,882	12	—	Shares	Sole	2023-10-26
No filing history on record for this holder in this stock.