Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,680,890
+$357,584 QoQ
Shares Held
8,041
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,152
of 2,722 holders
Holding Since
Jun 2025
5 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, 2026Sather Financial Group Inc holds $2,279,101 across 3 Capital Markets names. MS ranks #1 (73.8% of the industry book) .
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,680,890 | 8,041 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $1,323,306 | 8,041 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,419,174 | 7,994 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $1,219,382 | 7,671 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $989,400 | 7,024 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||