Goldman Sachs Group, Inc. 1/100th Interest in a Share of Floating Rate Non-Cumulative Preferred Stock, Series D · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Atlas Wealth LLC | 0.91% | 1.8% | #1 | $6.4M | 338,505 | $6.0M | 314,776 | +23,729+7.54% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #5 | $5.9M | 311,093 | $5.0M | 263,960 | +47,133+17.86% | Add | |
| Moran Wealth Management, LLC | 0.03% | — | #4 | $952,180 | 50,460 | $0 | 0 | +50,460 | New Buy | |
| Ethos Financial Group, LLC | 0.04% | 0.04% | #3 | $600,894 | 31,544 | $596,464 | 31,294 | +250+0.80% | Add | |
| DELTA CAPITAL MANAGEMENT LLC | 0.11% | 0.21% | #2 | $373,720 | 19,805 | $377,000 | 19,805 | 00.00% | Unchanged | |
| ATLAS CAPITAL ADVISORS INC. | <0.01% | <0.01% | #6 | $23,587 | 1,250 | $23,825 | 1,250 | 00.00% | Unchanged | |
| First Command Advisory Services, Inc. | <0.01% | <0.01% | #9 | $18,945 | 1,004 | $6,042 | 317 | +687+216.72% | Add | |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | <0.01% | <0.01% | #7 | $9,440 | 500 | $9,555 | 500 | 00.00% | Unchanged | |
| Ascentis Independent Advisors | <0.01% | <0.01% | #8 | $895 | 47 | $895 | 47 | 00.00% | Unchanged |