Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$43,254,765
+$8,420,398 QoQ
Shares Held
206,921
-2.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#293
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, 2026Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. MS ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
554,130 | $51,129,575 | |
| 2 | MS |
Morgan Stanley
This page
|
206,921 | $43,254,765 | |
| 3 | GS |
Goldman Sachs Group Inc
|
15,056 | $15,227,186 | |
| 4 | XP |
XP Inc.
|
389,125 | $6,327,172 | |
| 5 | EVR |
Evercore Inc.
|
8,637 | $2,949,017 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
27,303 | $2,737,944 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,972 | $2,678,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
176,939 | $1,553,524 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,254,765 | 206,921 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $34,834,367 | 211,669 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $39,721,804 | 223,747 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $34,494,320 | 217,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,587,290 | 195,849 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,994,054 | 231,371 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $28,703,132 | 228,310 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $27,314,006 | 262,030 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $25,049,361 | 257,736 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $23,713,253 | 251,840 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $22,601,095 | 242,371 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,384,406 | 225,106 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,415,655 | 215,640 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $19,966,773 | 227,412 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,596,249 | 206,966 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $15,863,074 | 200,773 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $16,927,152 | 222,550 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $19,684,489 | 225,223 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $21,062,191 | 214,570 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $16,011,290 | 164,539 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $20,389,196 | 222,371 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $15,683,281 | 201,948 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $15,610,311 | 227,788 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $11,824,959 | 244,570 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $13,391,802 | 277,263 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $9,899,678 | 291,167 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||