Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$437,728
-$43,309 QoQ
Shares Held
2,094
-28.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,884
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026OAKWORTH CAPITAL, INC. holds $1,361,349 across 7 Capital Markets names. MS ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
5,162 | $476,297 | |
| 2 | MS |
Morgan Stanley
This page
|
2,094 | $437,728 | |
| 3 | GS |
Goldman Sachs Group Inc
|
333 | $336,785 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
1,431 | $71,521 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
165 | $22,131 | |
| 6 | SF |
Stifel Financial Corp
|
186 | $12,977 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
39 | $3,910 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,728 | 2,094 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $481,037 | 2,923 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $518,919 | 2,923 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $427,125 | 2,687 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $378,490 | 2,687 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $329,709 | 2,826 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $518,092 | 4,121 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $436,035 | 4,183 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $505,096 | 5,197 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $484,359 | 5,144 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $246,553 | 2,644 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $211,770 | 2,593 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $221,442 | 2,593 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $237,060 | 2,700 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $229,554 | 2,700 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $214,038 | 2,709 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $193,648 | 2,546 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $229,862 | 2,630 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $258,160 | 2,630 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $226,732 | 2,330 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $213,637 | 2,330 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $274,450 | 3,534 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $196,269 | 2,864 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $62,855 | 1,300 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $62,790 | 1,300 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $44,200 | 1,300 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||