Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$247,921
+$37,371 QoQ
Shares Held
1,186
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,246
of 2,723 holders
Holding Since
Dec 2025
2 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, 2026FORBES J M & CO LLP holds $1,104,463 across 2 Capital Markets names. MS ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
9,283 | $856,542 | |
| 2 | MS |
Morgan Stanley
This page
|
1,186 | $247,921 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,921 | 1,186 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $210,550 | 1,186 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||