Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$294,746
+$62,703 QoQ
Shares Held
1,410
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,148
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026WHALEROCK POINT PARTNERS, LLC holds $2,586,350 across 3 Capital Markets names. MS ranks #2 (11.4% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,746 | 1,410 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $232,043 | 1,410 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $250,317 | 1,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $224,133 | 1,410 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||