SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in MS — Morgan Stanley
CIK 1080576
JACKSON, TN
Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,745,065
+$315,610 QoQ
Shares Held
8,348
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,132
of 2,723 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $7,735,076 across 4 Capital Markets names. MS ranks #2 (22.6% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,745,065 | 8,348 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,429,455 | 8,686 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,613,215 | 9,087 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,464,657 | 9,214 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $190,865 | 1,355 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $155,641 | 1,238 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||