Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$547,057
+$99,757 QoQ
Shares Held
2,617
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,733
of 2,722 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, 2026Johnson Financial Group, Inc. holds $1,684,350 across 8 Capital Markets names. MS ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
8,845 | $816,127 | |
| 2 | MS |
Morgan Stanley
This page
|
2,617 | $547,057 | |
| 3 | SF |
Stifel Financial Corp
|
2,530 | $176,518 | |
| 4 | GS |
Goldman Sachs Group Inc
|
125 | $126,420 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
75 | $7,521 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
181 | $5,558 | |
| 7 | IREN |
IREN Ltd
|
62 | $2,835 | |
| 8 | PIPR |
Piper Sandler Companies
|
32 | $2,314 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,057 | 2,617 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $447,300 | 2,718 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $598,453 | 3,371 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $586,880 | 3,692 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $453,004 | 3,216 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $207,205 | 1,776 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $241,130 | 1,918 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $140,619 | 1,349 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $73,572 | 757 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $58,379 | 620 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $228,648 | 2,452 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $92,449 | 1,132 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $185,232 | 2,169 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $211,070 | 2,404 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $198,520 | 2,335 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $210,165 | 2,660 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $707,357 | 9,300 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $815,616 | 9,332 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $855,365 | 8,714 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $838,033 | 8,612 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $831,077 | 9,064 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $716,335 | 9,224 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $742,110 | 10,829 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $55,360 | 1,145 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $55,303 | 1,145 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $226,032 | 6,648 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||