Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$982,906
+$507,957 QoQ
Shares Held
4,702
+62.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,409
of 2,723 holders
Holding Since
Jun 2021
20 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, 2026West Family Investments, Inc. holds $4,427,759 across 10 Capital Markets names. MS ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
4,702 | $982,906 | |
| 2 | GS |
Goldman Sachs Group Inc
|
866 | $875,846 | |
| 3 | EVR |
Evercore Inc.
|
1,491 | $509,087 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,809 | $443,726 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
7,367 | $368,202 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,327 | $331,568 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,714 | $308,011 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
4,295 | $255,853 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,906 | 4,702 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $474,949 | 2,886 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,000,914 | 5,638 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,080,451 | 6,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $784,590 | 5,570 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $405,778 | 3,478 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $370,748 | 2,949 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $314,492 | 3,017 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $252,013 | 2,593 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $241,614 | 2,566 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $300,300 | 3,677 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $399,415 | 4,677 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $410,640 | 4,677 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $397,638 | 4,677 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $375,613 | 4,754 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $306,749 | 4,033 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $374,858 | 4,289 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $435,732 | 4,439 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $477,792 | 4,910 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $434,243 | 4,736 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||