Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$229,944
+$213,487 QoQ
Shares Held
1,100
+1000.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,301
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Estabrook Capital Management holds $309,856 across 3 Capital Markets names. MS ranks #1 (74.2% of the industry book) .
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,944 | 1,100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,457 | 100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,753 | 100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,896 | 100 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,086 | 100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,334 | 200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,144 | 200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $20,848 | 200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,438 | 200 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $56,496 | 600 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $55,950 | 600 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $49,002 | 600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $51,240 | 600 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $52,680 | 600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,012 | 600 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $47,406 | 600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,636 | 600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $52,440 | 600 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $63,804 | 650 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $58,386 | 600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $70,601 | 770 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $59,798 | 770 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $76,753 | 1,120 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $60,921 | 1,260 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $82,593 | 1,710 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $58,140 | 1,710 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||