Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,197,152
+$5,197,152 QoQ
Shares Held
24,862
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#732
of 2,716 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$5,204,526
PutShares
31,625
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $16,987,755 across 5 Capital Markets names. MS ranks #2 (30.6% of the industry book) .
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,197,152 | 24,862 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,204,526 | 31,625 | Put | Sole | 2026-05-08 | |
| 2025-12-31 | $6,034,777 | 33,993 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,568,686 | 35,032 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,785,436 | 33,973 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,967,830 | 34,009 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,776,228 | 37,991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,991,349 | 38,290 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $3,965,935 | 40,806 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,472,181 | 68,736 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,408,406 | 57,999 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,961,746 | 72,998 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,645,401 | 77,815 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,917,674 | 78,789 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,092,703 | 71,662 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,812,607 | 73,568 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,249,736 | 69,021 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,589,460 | 52,511 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,761,589 | 38,321 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,695,541 | 37,977 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,262,880 | 35,586 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||