Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$786,826
+$167,056 QoQ
Shares Held
3,764
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,547
of 2,723 holders
Holding Since
Mar 2021
21 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, 2026MARINO, STRAM & ASSOCIATES LLC holds $1,233,851 across 2 Capital Markets names. MS ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,764 | $786,826 | |
| 2 | GS |
Goldman Sachs Group Inc
|
442 | $447,025 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,826 | 3,764 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $619,770 | 3,766 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $652,777 | 3,677 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $582,906 | 3,667 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $515,125 | 3,657 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $442,062 | 3,789 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $476,227 | 3,788 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $396,320 | 3,802 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $369,516 | 3,802 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $527,013 | 5,597 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $731,732 | 7,847 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $749,730 | 9,180 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $745,969 | 8,735 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $578,426 | 6,588 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $704,305 | 8,284 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $639,190 | 8,090 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $583,380 | 7,670 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $647,459 | 7,408 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $661,991 | 6,744 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $454,535 | 4,671 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $356,381 | 4,589 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||