Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,850,690
+$8,654,855 QoQ
Shares Held
204,988
-1.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#296
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 19%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $72,167,122 across 6 Capital Markets names. MS ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
204,988 | $42,850,690 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,654 | $14,820,614 | |
| 3 | SCHW |
Schwab Charles Corp
|
140,026 | $12,920,197 | |
| 4 | IREN |
IREN Ltd
|
24,200 | $1,106,666 | |
| 5 | SF |
Stifel Financial Corp
|
3,855 | $268,963 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
710 | $199,992 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,850,690 | 204,988 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $34,195,835 | 207,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,654,617 | 206,470 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $35,326,633 | 222,236 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $27,872,108 | 197,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,928,104 | 196,521 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $21,454,997 | 170,657 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,075,424 | 173,402 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $17,030,117 | 175,225 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,383,839 | 174,000 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $14,256,153 | 152,881 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $12,202,967 | 149,418 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,132,009 | 142,061 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,689,867 | 133,142 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,316,416 | 133,103 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,449,101 | 144,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,176,864 | 146,948 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,227,233 | 162,783 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,077,821 | 163,792 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $15,503,039 | 159,316 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,495,179 | 158,089 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,219,877 | 157,351 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,595,844 | 140,024 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,806,083 | 140,767 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,790,110 | 140,582 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,753,574 | 139,811 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||