Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$30,313,099
+$4,356,790 QoQ
Shares Held
145,011
-8.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#362
of 2,723 holders
Holding Since
Jun 2020
25 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, 2026ABNER HERRMAN & BROCK LLC holds $31,213,218 across 2 Capital Markets names. MS ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
145,011 | $30,313,099 | |
| 2 | GS |
Goldman Sachs Group Inc
|
890 | $900,119 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,313,099 | 145,011 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $25,956,309 | 157,722 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $28,076,547 | 158,151 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $25,991,390 | 163,509 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $23,020,186 | 163,426 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $25,677,316 | 220,085 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $28,946,527 | 230,246 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $24,093,303 | 231,133 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $22,466,926 | 231,165 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $21,112,461 | 224,219 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $16,887,948 | 181,104 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $15,985,677 | 195,735 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $16,645,484 | 194,912 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $18,809,745 | 214,234 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $18,174,555 | 213,768 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $16,733,132 | 211,785 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $14,559,024 | 191,415 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $17,881,340 | 204,592 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $20,264,641 | 206,445 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $20,428,385 | 209,931 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $18,852,289 | 205,609 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $15,989,728 | 205,894 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $12,418,252 | 181,209 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $7,953,865 | 164,506 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $9,034,901 | 187,058 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||