CATALYST FINANCIAL PARTNERS LLC

Position in GS — Goldman Sachs Group Inc

CIK 1927537 BOSTON, MA

Position in GS

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

Position Value

$1,778,999

+$364,504 QoQ

Shares Held

1,759

+5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,404

of 3,125 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $6,198,960 across 6 Capital Markets names. GS ranks #1 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	1,759	$1,778,999
2	MS	Morgan Stanley	8,193	$1,712,664
3	SCHW	Schwab Charles Corp	13,433	$1,239,462
4	JEF	Jefferies Financial Group Inc.	14,423	$720,861
5	TW	Tradeweb Markets Inc.	5,031	$501,389
6	HOOD	Robinhood Markets, Inc.	2,449	$245,585

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,778,999	1,759	+5.2%	Shares	Sole	2026-07-30
2026-03-31	$1,414,495	1,672	+3.4%	Shares	Sole	2026-05-12
2025-12-31	$1,421,343	1,617	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$1,284,512	1,613	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$1,124,614	1,589	+3.7%	Shares	Sole	2025-08-14
2025-03-31	$836,916	1,532	+3.4%	Shares	Sole	2025-05-02
2024-12-31	$848,622	1,482	+5.4%	Shares	Sole	2025-01-30
2024-09-30	$696,124	1,406	+6.3%	Shares	Sole	2024-10-28
2024-06-30	$598,419	1,323	+13.1%	Shares	Sole	2024-07-25
2024-03-31	$488,697	1,170	+9.6%	Shares	Sole	2024-04-23
2023-12-31	$412,002	1,068	-0.5%	Shares	Sole	2024-02-07
2023-09-30	$347,190	1,073	+11.8%	Shares	Sole	2023-10-26
2023-06-30	$309,638	960	+19.1%	Shares	Sole	2023-08-02
2023-03-31	$263,650	806	+3.5%	Shares	Sole	2023-04-11
2022-12-31	$267,493	779	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.