Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$252,729
+$51,954 QoQ
Shares Held
1,209
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,234
of 2,723 holders
Holding Since
Mar 2022
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, 2026J.Safra Asset Management Corp holds $309,335 across 5 Capital Markets names. MS ranks #1 (81.7% of the industry book) .
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,729 | 1,209 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $200,775 | 1,220 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $216,586 | 1,220 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $122,548 | 870 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $101,502 | 870 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $123,205 | 980 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $59,208 | 568 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $55,203 | 568 | Shares | Sole | 2024-07-17 | |
| 2022-03-31 | $7,516 | 86 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||