GS β€” GOLDMAN SACHS GROUP INC

Ownership history in O'ROURKE & COMPANY, Inc  Β·  17 quarters on record

AI Ownership Summary

O'ROURKE & COMPANY, Inc reported GOLDMAN SACHS GROUP INC (GS) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.19% in 2025 Q4. The latest visible filing shows GS at 1.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'ROURKE & COMPANY, Inc's position in GOLDMAN SACHS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GS was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How O'ROURKE & COMPANY, Inc held GS β€” position size vs. price
% of Fund (quarterly)    GS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,476 +1 +0.0% 1.19% $3.1M 2026-02-14 (Est.) $900.40
2025 Q3 REDUCED 3,475 -55 -1.6% 1.16% $2.8M 2025-10-22 $737.05
2025 Q2 ADDED 3,530 +51 +1.5% 1.17% $2.5M 2025-07-18 $697.34
2025 Q1 ADDED 3,479 +270 +8.4% 0.94% $1.9M 2025-05-08 $554.22
2024 Q4 REDUCED 3,209 -107 -3.2% 0.90% $1.8M 2025-02-13 $632.64
2024 Q3 ADDED 3,316 +99 +3.1% 0.82% $1.6M 2024-10-28 $507.91
2024 Q2 ADDED 3,217 +4 +0.1% 0.82% $1.5M 2024-07-18 $468.88
2024 Q1 ADDED 3,213 +123 +4.0% 0.78% $1.3M 2024-04-18 $386.40
2023 Q4 ADDED 3,090 +160 +5.5% 0.77% $1.2M 2024-01-24 $361.12
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About O'ROURKE & COMPANY, Inc and GS

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'ROURKE & COMPANY, Inc reported owning GS?

O'ROURKE & COMPANY, Inc reported GS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GS position in O'ROURKE & COMPANY, Inc's portfolio?

The largest reported portfolio weight for GS was 1.19% in 2025 Q4.

What is the latest reported GS position on this page?

The most recent filing on this page is 2025 Q4, when O'ROURKE & COMPANY, Inc reported 3,476 shares, equal to 1.19% of portfolio, with an estimated market value of $3.1M.

What does the chart on this GS ownership page compare?

The chart compares O'ROURKE & COMPANY, Inc's quarterly GS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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