Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,077,183
+$198,215 QoQ
Shares Held
5,153
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,358
of 2,722 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $2,589,049 across 3 Capital Markets names. MS ranks #1 (41.6% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,077,183 | 5,153 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $878,968 | 5,341 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,258,510 | 7,089 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,126,231 | 7,085 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $968,271 | 6,874 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $688,119 | 5,898 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $661,915 | 5,265 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $465,118 | 4,462 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $427,247 | 4,396 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $281,255 | 2,987 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $218,671 | 2,345 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $233,657 | 2,861 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $266,875 | 3,125 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $240,923 | 2,744 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||