Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$581,758
+$177,904 QoQ
Shares Held
2,783
+13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,700
of 2,723 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $10,038,709 across 3 Capital Markets names. MS ranks #2 (5.8% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,758 | 2,783 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $403,854 | 2,454 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $441,517 | 2,487 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $395,333 | 2,487 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $349,332 | 2,480 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $288,524 | 2,473 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $310,654 | 2,471 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $256,743 | 2,463 | Shares | Defined | 2024-11-14 | |
| 2022-09-30 | $210,403 | 2,663 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $202,547 | 2,663 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $245,331 | 2,807 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $266,307 | 2,713 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $248,821 | 2,557 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $229,866 | 2,507 | Shares | Other | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||