Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,033,635
+$1,565,579 QoQ
Shares Held
19,296
+28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#812
of 2,723 holders
Holding Since
Mar 2026
2 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, 2026SeaBridge Investment Advisors LLC holds $9,309,604 across 3 Capital Markets names. MS ranks #2 (43.3% of the industry book) .
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,033,635 | 19,296 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,468,056 | 14,997 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||