Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$26,966
+$18,244 QoQ
Shares Held
129
+143.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,627
of 2,723 holders
Holding Since
Mar 2022
8 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, 2026Marquette Asset Management, LLC holds $73,767 across 11 Capital Markets names. MS ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
129 | $26,966 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16 | $16,181 | |
| 3 | SCHW |
Schwab Charles Corp
|
86 | $7,935 | |
| 4 | MC |
Moelis & Co
|
102 | $6,672 | |
| 5 | PIPR |
Piper Sandler Companies
|
88 | $6,365 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
68 | $3,398 | |
| 7 | BGC |
BGC Group, Inc.
|
158 | $1,689 | |
| 8 | PJT |
PJT Partners Inc.
|
11 | $1,660 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,966 | 129 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $8,722 | 53 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $41,186 | 232 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $18,757 | 118 | Shares | Sole | 2025-10-24 | |
| 2023-09-30 | $12,658 | 155 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $13,237 | 155 | Shares | Other | 2023-07-28 | |
| 2022-06-30 | $608 | 8 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $699 | 8 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||