Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$378,989
+$28,455 QoQ
Shares Held
1,813
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,994
of 2,723 holders
Holding Since
Mar 2020
21 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, 2026WEDGE CAPITAL MANAGEMENT L L P/NC holds $39,570,523 across 6 Capital Markets names. MS ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,224 | $32,590,386 | |
| 2 | SF |
Stifel Financial Corp
|
35,922 | $2,506,277 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
42,761 | $2,137,194 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
28,480 | $1,696,553 | |
| 5 | MS |
Morgan Stanley
This page
|
1,813 | $378,989 | |
| 6 | SCHW |
Schwab Charles Corp
|
2,830 | $261,124 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,989 | 1,813 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $350,534 | 2,130 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $331,981 | 1,870 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $315,853 | 1,987 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $288,481 | 2,048 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $263,674 | 2,260 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $248,422 | 1,976 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $201,495 | 1,933 | Shares | Sole | 2024-10-11 | |
| 2023-03-31 | $241,450 | 2,750 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $227,003 | 2,670 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $230,235 | 2,914 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $203,840 | 2,680 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $239,738 | 2,743 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $248,639 | 2,533 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $253,006 | 2,600 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $250,772 | 2,735 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $256,743 | 3,306 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $26,389,532 | 385,080 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $18,626,063 | 385,234 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $26,187,390 | 542,182 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $19,132,854 | 562,731 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||