Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$399,057
+$129,986 QoQ
Shares Held
1,909
+16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,953
of 2,723 holders
Holding Since
Mar 2020
10 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, 2026Balentine LLC holds $399,057 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,909 | $399,057 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,057 | 1,909 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $269,071 | 1,635 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $333,933 | 1,881 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $309,177 | 1,945 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $212,416 | 1,508 | Shares | Sole | 2025-08-04 | |
| 2023-09-30 | $569,566 | 6,974 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $596,348 | 6,983 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,165,457 | 13,274 | Shares | Sole | 2023-05-11 | |
| 2020-06-30 | $30,912 | 640 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $21,046 | 619 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||