Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$326,102
+$69,373 QoQ
Shares Held
1,560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,073
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026Roof Eidam Maycock Peralta, LLC holds $2,778,674 across 2 Capital Markets names. MS ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,425 | $2,452,572 | |
| 2 | MS |
Morgan Stanley
This page
|
1,560 | $326,102 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,102 | 1,560 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $256,729 | 1,560 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $276,946 | 1,560 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $247,977 | 1,560 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $219,741 | 1,560 | Shares | Other | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||