Position in MS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$468,876
+$99,746 QoQ
Shares Held
2,243
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,829
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026NORTH STAR ASSET MANAGEMENT INC holds $48,163,583 across 3 Capital Markets names. MS ranks #3 (1.0% of the industry book) .
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,876 | 2,243 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $369,130 | 2,243 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $370,505 | 2,087 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $334,928 | 2,107 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $296,792 | 2,107 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $239,990 | 2,057 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $261,120 | 2,077 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||