Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$218,237
+$196,290 QoQ
Shares Held
1,044
+306.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,345
of 2,723 holders
Holding Since
Dec 2022
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OKABENA INVESTMENT SERVICES INC holds $3,696,342 across 3 Capital Markets names. MS ranks #3 (5.9% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,237 | 1,044 | Shares | Sole | 2026-08-04 | |
| 2023-06-30 | $21,947 | 257 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $32,817 | 386 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||