Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,070,958
+$434,968 QoQ
Shares Held
9,907
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,061
of 2,722 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lee Financial Co holds $2,291,436 across 2 Capital Markets names. MS ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
9,907 | $2,070,958 | |
| 2 | GS |
Goldman Sachs Group Inc
|
218 | $220,478 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,070,958 | 9,907 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $1,635,990 | 9,941 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,805,834 | 10,172 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,874,455 | 11,792 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,622,283 | 11,517 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,202,867 | 10,310 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $1,482,363 | 11,791 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,248,377 | 11,976 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,033,517 | 10,634 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,534,713 | 16,299 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,533,402 | 16,444 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $446,244 | 5,464 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,749 | 161 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $27,831 | 317 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,639 | 231 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,490 | 272 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $17,113 | 225 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,922 | 22 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $11,092 | 113 | Shares | Sole | 2022-02-08 | |
| 2020-09-30 | $6,333 | 131 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,042 | 63 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,142 | 63 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||