Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$816,300
+$200,805 QoQ
Shares Held
3,905
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,522
of 2,723 holders
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 26%
Shared 74%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $10,201,677 across 6 Capital Markets names. MS ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
41,861 | $3,643,580 | |
| 2 | PIPR |
Piper Sandler Companies
|
35,449 | $2,564,380 | |
| 3 | TW |
Tradeweb Markets Inc.
|
13,299 | $1,325,378 | |
| 4 | SCHW |
Schwab Charles Corp
|
13,743 | $1,268,065 | |
| 5 | MS |
Morgan Stanley
This page
|
3,905 | $816,300 | |
| 6 | SF |
Stifel Financial Corp
|
8,370 | $583,974 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,300 | 3,905 | Shares | Defined | 2026-08-11 | |
| 2025-12-31 | $615,495 | 3,467 | Shares | Defined | 2026-02-13 | |
| 2020-12-31 | $227,176 | 3,315 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||