Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,230,200
+$150,292 QoQ
Shares Held
5,885
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,291
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Essex Financial Services, Inc. holds $7,805,088 across 7 Capital Markets names. MS ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,454 | $4,504,641 | |
| 2 | MS |
Morgan Stanley
This page
|
5,885 | $1,230,200 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,651 | $1,167,307 | |
| 4 | SF |
Stifel Financial Corp
|
3,666 | $255,776 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
4,502 | $225,009 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,539 | $220,994 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,006 | $201,161 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,230,200 | 5,885 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,079,908 | 6,562 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $1,150,571 | 6,481 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $963,456 | 6,061 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $972,356 | 6,903 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $618,351 | 5,300 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $728,547 | 5,795 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $604,592 | 5,800 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $566,423 | 5,828 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $569,856 | 6,052 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $576,844 | 6,186 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $472,624 | 5,787 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $487,207 | 5,705 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $696,868 | 7,937 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $678,969 | 7,986 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $659,101 | 8,342 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $661,037 | 8,691 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,526,559 | 28,908 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,775,395 | 69,024 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,608,923 | 16,534 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $412,421 | 4,498 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $349,314 | 4,498 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $246,228 | 3,593 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||