Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$535,142
+$148,238 QoQ
Shares Held
2,560
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,753
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Bouchey Financial Group Ltd holds $818,325 across 2 Capital Markets names. MS ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,560 | $535,142 | |
| 2 | GS |
Goldman Sachs Group Inc
|
280 | $283,183 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,142 | 2,560 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $386,904 | 2,351 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $410,449 | 2,312 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $360,521 | 2,268 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $319,470 | 2,268 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $252,823 | 2,167 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $279,852 | 2,226 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $232,038 | 2,226 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $213,137 | 2,193 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $216,003 | 2,294 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||