Position in EQS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$39,865
+$9,316 QoQ
Shares Held
21,666
0.0% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EQS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MSH Capital Advisors LLC holds $14,547,744 across 12 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,131 | $3,972,204 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
100,946 | $2,967,812 | |
| 3 | TROW |
Price T Rowe Group Inc
|
19,447 | $2,210,929 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
240,963 | $1,898,788 | |
| 5 | BX |
Blackstone Inc.
|
7,412 | $872,169 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
69,947 | $847,757 | |
| 7 | TY |
TRI-CONTINENTAL Corp
|
12,719 | $437,787 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
|
12,942 | $330,668 |
All Filings in EQS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,865 | 21,666 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $30,549 | 21,666 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $37,498 | 16,666 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||