Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,296,048
+$275,714 QoQ
Shares Held
6,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,273
of 2,723 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SOMERVILLE KURT F holds $6,514,835 across 2 Capital Markets names. MS ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
56,560 | $5,218,787 | |
| 2 | MS |
Morgan Stanley
This page
|
6,200 | $1,296,048 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,048 | 6,200 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,020,334 | 6,200 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,131,753 | 6,375 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,013,370 | 6,375 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $897,982 | 6,375 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $743,771 | 6,375 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $801,465 | 6,375 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $664,530 | 6,375 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $624,931 | 6,430 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $605,448 | 6,430 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $599,597 | 6,430 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $525,954 | 6,440 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $567,056 | 6,640 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $582,992 | 6,640 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $581,536 | 6,840 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $540,428 | 6,840 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $520,250 | 6,840 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $619,403 | 7,087 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $696,445 | 7,095 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $714,936 | 7,347 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $701,153 | 7,647 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $640,927 | 8,253 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||