Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,236,984
+$678,415 QoQ
Shares Held
15,485
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#897
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026WHITE PINE CAPITAL LLC holds $3,579,838 across 2 Capital Markets names. MS ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
15,485 | $3,236,984 | |
| 2 | GS |
Goldman Sachs Group Inc
|
339 | $342,854 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,236,984 | 15,485 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,558,569 | 15,547 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,773,373 | 15,622 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,488,041 | 15,652 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,228,405 | 15,820 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,806,634 | 15,485 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,930,430 | 15,355 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,600,813 | 15,357 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,499,836 | 15,432 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,443,002 | 15,325 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,424,020 | 15,271 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,251,266 | 15,321 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,374,000 | 16,089 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,419,287 | 16,165 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,379,874 | 16,230 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,268,900 | 16,060 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,206,691 | 15,865 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,511,146 | 17,290 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,595,100 | 16,250 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,581,287 | 16,250 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,489,962 | 16,250 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,230,911 | 15,850 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,075,921 | 15,700 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $778,435 | 16,100 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $777,630 | 16,100 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $547,400 | 16,100 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||