Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,668
+$158,341 QoQ
Shares Held
2,950
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,672
of 2,723 holders
Holding Since
Dec 2021
14 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, 2026AFT, FORSYTH & COMPANY, INC. holds $2,315,769 across 2 Capital Markets names. MS ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,680 | $1,699,101 | |
| 2 | MS |
Morgan Stanley
This page
|
2,950 | $616,668 |
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,668 | 2,950 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $458,327 | 2,785 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $476,668 | 2,685 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $426,807 | 2,685 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $378,209 | 2,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $313,258 | 2,685 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $337,558 | 2,685 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $259,036 | 2,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $241,517 | 2,485 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $233,987 | 2,485 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $231,726 | 2,485 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $203,679 | 2,385 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $200,623 | 2,285 | Shares | Sole | 2023-05-02 | |
| 2021-12-31 | $204,663 | 2,085 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||