Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$876,713
+$604,350 QoQ
Shares Held
4,194
+153.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,478
of 2,722 holders
Holding Since
Mar 2024
10 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, 2026Cypress Capital Group holds $1,474,779 across 3 Capital Markets names. MS ranks #1 (59.4% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,713 | 4,194 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $272,363 | 1,655 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $298,072 | 1,679 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $278,338 | 1,751 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $253,970 | 1,803 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $212,572 | 1,822 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $617,913 | 4,915 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $787,324 | 7,553 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $738,934 | 7,603 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $824,747 | 8,759 | Shares | Defined | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||