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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
578
Value
$584.6K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of GS by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026578$584.6K0.2%−2−0.3%ReducedHolders
Q1 2026580$490.7K0.2%−52−8.2%ReducedHolders
Q4 2025632$555.5K0.3%+6+1.0%AddedHolders
Q3 2025626$498.5K0.3%−17−2.6%ReducedHolders
Q2 2025643$455.1K0.3%−4−0.6%ReducedHolders
Q1 2025647$353.4K0.1%−48−6.9%ReducedHolders
Q4 2024695$398.0K0.3%–No prior filingHolders