Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,035,793
+$195,005 QoQ
Shares Held
4,955
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,373
of 2,723 holders
Holding Since
Mar 2023
9 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $2,106,544 across 3 Capital Markets names. MS ranks #1 (49.2% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,793 | 4,955 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $840,788 | 5,109 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $372,280 | 2,097 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $600,232 | 3,776 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $209,599 | 1,488 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $232,079 | 1,846 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $236,624 | 2,270 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $343,275 | 3,532 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $219,236 | 2,497 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||