Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,361,942
+$552,166 QoQ
Shares Held
11,299
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#268
of 938 holders
Holding Since
Dec 2024
7 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $14,240,726 across 7 Capital Markets names. MS ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,518 | $7,603,479 | |
| 2 | MS |
Morgan Stanley
This page
|
11,299 | $2,361,942 | |
| 3 | EVR |
Evercore Inc.
|
5,173 | $1,766,269 | |
| 4 | GOLD |
Gold.com, Inc.
|
36,825 | $1,532,288 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,972 | $555,472 | |
| 6 | IREN |
IREN Ltd
|
4,690 | $214,473 | |
| 7 | MRX |
Marex Group Ltd
|
3,393 | $206,803 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,361,942 | 11,299 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,809,776 | 10,997 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,903,299 | 10,721 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $913,225 | 5,745 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $811,635 | 5,762 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $668,985 | 5,734 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $261,371 | 2,079 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||