Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,264,948
+$1,418,730 QoQ
Shares Held
10,835
+110.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,031
of 2,723 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cambria Investment Management, L.P. holds $8,456,507 across 7 Capital Markets names. MS ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,970 | $3,003,768 | |
| 2 | MS |
Morgan Stanley
This page
|
10,835 | $2,264,948 | |
| 3 | GOLD |
Gold.com, Inc.
|
22,089 | $919,123 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,278 | $720,517 | |
| 5 | SCHW |
Schwab Charles Corp
|
7,348 | $677,999 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
6,556 | $657,435 | |
| 7 | EVR |
Evercore Inc.
|
623 | $212,717 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,948 | 10,835 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $846,218 | 5,142 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $358,788 | 2,021 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $282,154 | 1,775 | Shares | Other | 2025-12-01 | |
| 2025-06-30 | $222,699 | 1,581 | Shares | Other | 2025-08-13 | |
| 2021-09-30 | $213,498 | 2,194 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $201,167 | 2,194 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||