Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$849,120
+$16,067 QoQ
Shares Held
4,062
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,498
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026First Dallas Securities Inc. holds $6,474,201 across 4 Capital Markets names. MS ranks #4 (13.1% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,120 | 4,062 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $833,053 | 5,062 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $898,656 | 5,062 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $804,655 | 5,062 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $713,033 | 5,062 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $590,583 | 5,062 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $636,394 | 5,062 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $616,266 | 5,912 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $700,934 | 7,212 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $712,037 | 7,562 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $582,812 | 6,250 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,070,938 | 13,113 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $392,840 | 4,600 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $403,880 | 4,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $391,092 | 4,600 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||