Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$689,413
+$146,662 QoQ
Shares Held
3,298
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,611
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026Weaver Capital Management LLC holds $2,732,587 across 3 Capital Markets names. MS ranks #2 (25.2% of the industry book) .
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,413 | 3,298 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $542,751 | 3,298 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $581,410 | 3,275 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $359,885 | 2,264 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||