Mattson Financial Services, LLC

Position in MS — Morgan Stanley

CIK 2034595 KENTWOOD, MI

Position in MS

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

Position Value

$5,824,063

+$1,024,215 QoQ

Shares Held

27,861

-4.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#695

of 2,723 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. MS ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,094	$6,163,288
2	MS	Morgan Stanley This page	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	$5,824,063	27,861	-4.5%	Shares	Sole	2026-08-04
2026-03-31	$4,799,848	29,166	-0.2%	Shares	Sole	2026-05-11
2025-12-31	$5,189,379	29,231	-6.8%	Shares	Sole	2026-02-12
2025-09-30	$4,983,554	31,351	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$4,429,060	31,443	-0.9%	Shares	Sole	2025-07-29
2025-03-31	$3,700,651	31,719	+1.4%	Shares	Sole	2025-05-22
2024-12-31	$3,932,519	31,280	-7.6%	Shares	Sole	2025-03-10
2024-09-30	$3,529,668	33,861	-0.6%	Shares	Sole	2024-10-08
2024-06-30	$3,311,650	34,074	—	Shares	Sole	2024-09-30
No filing history on record for this holder in this stock.