Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$917,058
+$195,090 QoQ
Shares Held
4,387
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,456
of 2,723 holders
Holding Since
Sep 2021
11 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, 2026Iron Gate Global Advisors LLC holds $1,239,685 across 2 Capital Markets names. MS ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,387 | $917,058 | |
| 2 | GS |
Goldman Sachs Group Inc
|
319 | $322,627 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,058 | 4,387 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $721,968 | 4,387 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $420,213 | 2,367 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $373,714 | 2,351 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $331,161 | 2,351 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $244,656 | 2,097 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $263,006 | 2,092 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $218,070 | 2,092 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $203,321 | 2,092 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $221,547 | 2,257 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $223,034 | 2,292 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||