Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,323,223
-$2,223 QoQ
Shares Held
6,330
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,265
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026RiverFront Investment Group, LLC holds $5,110,956 across 3 Capital Markets names. MS ranks #2 (25.9% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,223 | 6,330 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,325,446 | 8,054 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,009,080 | 5,684 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $874,915 | 5,504 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $238,898 | 1,696 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||