Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,240,120
+$689,285 QoQ
Shares Held
15,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#895
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Aft, Forsyth & Sober, LLC holds $9,586,466 across 2 Capital Markets names. MS ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,275 | $6,346,346 | |
| 2 | MS |
Morgan Stanley
This page
|
15,500 | $3,240,120 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,240,120 | 15,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,550,835 | 15,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,751,715 | 15,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,463,880 | 15,500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,183,330 | 15,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,738,383 | 14,900 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,848,084 | 14,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,532,328 | 14,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,428,693 | 14,700 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,384,152 | 14,700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,370,775 | 14,700 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,200,549 | 14,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,255,380 | 14,700 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,290,660 | 14,700 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,249,794 | 14,700 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,161,447 | 14,700 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,118,082 | 14,700 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,284,780 | 14,700 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,442,952 | 14,700 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,430,457 | 14,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,329,505 | 14,500 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,126,070 | 14,500 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $493,416 | 7,200 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||