Convergence Investment Partners, LLC
Position in MS — Morgan Stanley
CIK 1456133
PALM BEACH GARDENS, FL
Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,558,022
+$461,072 QoQ
Shares Held
12,237
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#989
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Convergence Investment Partners, LLC holds $27,850,769 across 6 Capital Markets names. MS ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
75,981 | $9,003,748 | |
| 2 | EVR |
Evercore Inc.
|
17,656 | $6,028,464 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
95,019 | $5,660,281 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
47,879 | $4,167,388 | |
| 5 | MS |
Morgan Stanley
This page
|
12,237 | $2,558,022 | |
| 6 | GS |
Goldman Sachs Group Inc
|
428 | $432,866 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,558,022 | 12,237 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,096,950 | 12,742 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,231,197 | 12,568 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,060,439 | 12,962 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,889,214 | 13,412 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,581,811 | 13,558 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,574,517 | 12,524 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,263,076 | 12,117 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,201,462 | 12,362 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,524,450 | 16,190 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,550,934 | 16,632 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,788,736 | 21,902 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,951,560 | 22,852 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,050,130 | 23,350 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,956,735 | 23,015 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,625,235 | 20,570 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,571,171 | 20,657 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,805,072 | 20,653 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,999,911 | 20,374 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,546,839 | 15,896 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,252,823 | 24,570 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,764,851 | 35,602 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,638,463 | 53,093 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,631,738 | 54,431 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,798,746 | 78,649 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,568,326 | 75,539 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||