Mattson Financial Services, LLC

Position in GS — Goldman Sachs Group Inc

CIK 2034595 KENTWOOD, MI

Position in GS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,163,288

+$1,007,825 QoQ

Shares Held

6,094

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#853

of 3,124 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mattson Financial Services, LLC holds $14,058,922 across 5 Capital Markets names. GS ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	6,094	$6,163,288
2	MS	Morgan Stanley	27,861	$5,824,063
3	JEF	Jefferies Financial Group Inc.	24,758	$1,237,404
4	LPLA	LPL Financial Holdings Inc.	1,874	$527,868
5	NMR	Nomura Holdings Inc	34,886	$306,299

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,163,288	6,094	0.0%	Shares	Sole	2026-08-04
2026-03-31	$5,155,463	6,094	-4.3%	Shares	Sole	2026-05-11
2025-12-31	$5,595,714	6,366	-7.8%	Shares	Sole	2026-02-12
2025-09-30	$5,500,389	6,907	-3.1%	Shares	Sole	2025-10-17
2025-06-30	$5,046,965	7,131	-10.2%	Shares	Sole	2025-07-29
2025-03-31	$4,338,633	7,942	+6.1%	Shares	Sole	2025-05-22
2024-12-31	$4,287,776	7,488	-10.3%	Shares	Sole	2025-03-10
2024-09-30	$4,134,165	8,350	-0.7%	Shares	Sole	2024-10-08
2024-06-30	$3,802,652	8,407	—	Shares	Sole	2024-09-30
No filing history on record for this holder in this stock.