Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$444,837
+$69,947 QoQ
Shares Held
2,128
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,862
of 2,716 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $5,843,456 across 5 Capital Markets names. MS ranks #2 (7.6% of the industry book) .
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,837 | 2,128 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $374,890 | 2,278 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,413 | 2,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $410,593 | 2,583 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $342,712 | 2,433 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $70,235 | 602 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $73,797 | 587 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $61,188 | 587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $57,050 | 587 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $55,271 | 587 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $55,017 | 590 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $48,185 | 590 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $50,386 | 590 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $51,802 | 590 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $50,161 | 590 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||