Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$799,578
+$159,730 QoQ
Shares Held
3,825
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,538
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026Gallagher Fiduciary Advisors, LLC holds $2,136,624 across 4 Capital Markets names. MS ranks #1 (37.4% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,578 | 3,825 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $639,848 | 3,888 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $675,679 | 3,806 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $570,348 | 3,588 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $489,770 | 3,477 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $379,527 | 3,253 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $400,041 | 3,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $284,679 | 2,731 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $256,970 | 2,644 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||