Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$219,282
+$49,282 QoQ
Shares Held
1,049
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,341
of 2,723 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VIRTUS ADVISERS, LLC holds $343,571 across 3 Capital Markets names. MS ranks #1 (63.8% of the industry book) .
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,282 | 1,049 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $170,000 | 1,033 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $307,659 | 1,733 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $286,286 | 1,801 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $295,806 | 2,100 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $245,007 | 2,100 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||