Position in GS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,318
+$7,169 QoQ
Shares Held
28
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,034
of 3,125 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $84,743 across 7 Capital Markets names. GS ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
28 | $28,318 | |
| 2 | MS |
Morgan Stanley
|
127 | $26,548 | |
| 3 | SCHW |
Schwab Charles Corp
|
218 | $20,114 | |
| 4 | MARA |
MARA Holdings, Inc.
|
290 | $4,028 | |
| 5 | CLSK |
Cleanspark, Inc.
|
246 | $3,579 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17 | $1,704 | |
| 7 | PJT |
PJT Partners Inc.
|
3 | $452 |
All Filings in GS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,318 | 28 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,149 | 25 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $25,491 | 29 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,908 | 25 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $17,693 | 25 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,657 | 25 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||