Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$222,000
New position
Shares Held
1,062
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,325
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026PHILLIPS FINANCIAL MANAGEMENT, LLC holds $465,740 across 2 Capital Markets names. MS ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
241 | $243,740 | |
| 2 | MS |
Morgan Stanley
This page
|
1,062 | $222,000 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,000 | 1,062 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||