Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$633,391
+$44,560 QoQ
Shares Held
3,030
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,659
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DUNCKER STREETT & CO INC holds $7,670,018 across 3 Capital Markets names. MS ranks #2 (8.3% of the industry book) .
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,391 | 3,030 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $588,831 | 3,578 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $635,202 | 3,578 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $554,134 | 3,486 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $491,037 | 3,486 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $358,293 | 3,071 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $386,086 | 3,071 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $320,121 | 3,071 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $327,627 | 3,371 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $317,413 | 3,371 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $314,345 | 3,371 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $291,643 | 3,571 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $304,963 | 3,571 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $313,533 | 3,571 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $303,606 | 3,571 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $266,342 | 3,371 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $256,398 | 3,371 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $294,625 | 3,371 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $606,923 | 6,183 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $601,181 | 6,178 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $602,678 | 6,573 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $510,303 | 6,571 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $450,036 | 6,567 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $283,862 | 5,871 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $283,569 | 5,871 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $226,814 | 6,671 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||