Position in MS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$379,407
+$89,435 QoQ
Shares Held
1,815
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,992
of 2,723 holders
Holding Since
Mar 2021
11 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, 2026BANK OZK holds $904,307 across 2 Capital Markets names. MS ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
519 | $524,900 | |
| 2 | MS |
Morgan Stanley
This page
|
1,815 | $379,407 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,407 | 1,815 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $289,972 | 1,762 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $313,340 | 1,765 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $280,564 | 1,765 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $254,252 | 1,805 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $202,539 | 1,736 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $218,249 | 1,736 | Shares | Sole | 2025-02-05 | |
| 2021-12-31 | $213,890 | 2,179 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $246,096 | 2,529 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $259,391 | 2,829 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $219,700 | 2,829 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||