Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,078,417
+$2,872,521 QoQ
Shares Held
24,294
+81.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#738
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $64,675,625 across 6 Capital Markets names. MS ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
561,354 | $39,165,668 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,712 | $11,845,165 | |
| 3 | PWP |
Perella Weinberg Partners
|
441,460 | $7,045,701 | |
| 4 | MS |
Morgan Stanley
This page
|
24,294 | $5,078,417 | |
| 5 | SCHW |
Schwab Charles Corp
|
10,140 | $935,617 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
12,106 | $605,057 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,078,417 | 24,294 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,205,896 | 13,404 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,289,071 | 12,894 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,142,621 | 13,479 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,870,057 | 13,276 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,561,394 | 13,383 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,493,302 | 11,878 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,131,108 | 10,851 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,107,966 | 11,400 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,107,133 | 11,758 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,099,417 | 11,790 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $829,685 | 10,159 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $867,578 | 10,159 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $888,097 | 10,115 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $839,912 | 9,879 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $755,493 | 9,562 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $806,388 | 10,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,066,367 | 12,201 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,175,760 | 11,978 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,173,655 | 12,061 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,107,798 | 12,082 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $985,427 | 12,689 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $767,193 | 11,195 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $494,572 | 10,229 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $492,708 | 10,201 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $346,834 | 10,201 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||