Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$258,164
+$56,402 QoQ
Shares Held
1,235
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,225
of 2,723 holders
Holding Since
Dec 2020
4 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, 2026IRON Financial LLC holds $258,164 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
|
1,235 | $258,164 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,164 | 1,235 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $201,762 | 1,226 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $201,674 | 1,136 | Shares | Sole | 2026-01-22 | |
| 2020-12-31 | $230,055 | 3,357 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||