Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$68,579,752
+$36,293,916 QoQ
Shares Held
328,070
+67.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#234
of 2,731 holders
Holding Since
Mar 2020
26 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, 2026REGIONS FINANCIAL CORP holds $164,790,759 across 8 Capital Markets names. MS ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,319 | $84,266,336 | |
| 2 | MS |
Morgan Stanley
This page
|
328,070 | $68,579,752 | |
| 3 | MC |
Moelis & Co
|
82,564 | $5,401,336 | |
| 4 | SF |
Stifel Financial Corp
|
34,181 | $2,384,808 | |
| 5 | SCHW |
Schwab Charles Corp
|
20,537 | $1,894,948 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
12,347 | $1,656,103 | |
| 7 | PIPR |
Piper Sandler Companies
|
4,435 | $320,827 | |
| 8 | HUT |
Hut 8 Corp.
|
2,483 | $286,649 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,579,752 | 328,070 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $32,285,836 | 196,183 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,715,347 | 20,928 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $3,306,526 | 20,801 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $2,906,786 | 20,636 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,453,920 | 21,033 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,666,521 | 21,210 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,186,954 | 20,980 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,057,414 | 21,169 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,093,647 | 22,235 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,146,242 | 23,016 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,922,184 | 23,536 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,979,059 | 23,174 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,989,635 | 22,661 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,029,002 | 23,865 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,769,665 | 22,398 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,753,943 | 23,060 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $2,087,111 | 23,880 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $2,730,908 | 27,821 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $2,877,066 | 29,566 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,770,595 | 30,217 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $2,004,869 | 25,816 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $2,207,693 | 32,215 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,477,720 | 30,563 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $1,523,671 | 31,546 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $1,160,488 | 34,132 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||