Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,658,760
+$1,287,689 QoQ
Shares Held
31,854
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#663
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, 2026SECURIAN ASSET MANAGEMENT, INC holds $24,651,161 across 9 Capital Markets names. MS ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,839 | $7,928,129 | |
| 2 | MS |
Morgan Stanley
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|
31,854 | $6,658,760 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,441 | $4,008,301 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,056 | $2,111,495 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,865 | $1,032,729 | |
| 6 | EVR |
Evercore Inc.
|
2,891 | $987,103 | |
| 7 | SF |
Stifel Financial Corp
|
11,350 | $791,889 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
12,061 | $602,808 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,658,760 | 31,854 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,371,071 | 32,637 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,830,795 | 32,844 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,313,466 | 58,590 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,092,513 | 64,550 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,647,251 | 65,546 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,381,752 | 66,670 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,182,136 | 68,900 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,993,209 | 71,954 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,947,878 | 73,788 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,463,823 | 80,041 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,477,460 | 91,557 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,072,639 | 106,237 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,482,575 | 108,002 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $9,214,127 | 108,376 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,801,714 | 111,400 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $8,813,224 | 115,872 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,318,356 | 118,059 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $11,897,580 | 121,206 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,851,676 | 121,793 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $11,510,029 | 125,532 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,880,526 | 127,228 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,587,357 | 125,308 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,270,391 | 109,005 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,314,449 | 110,030 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,873,348 | 113,922 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||