Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,708,578
+$835,515 QoQ
Shares Held
17,741
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#842
of 2,723 holders
Holding Since
Mar 2025
6 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, 2026Wakefield Asset Management LLLP holds $3,708,578 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
|
17,741 | $3,708,578 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,708,578 | 17,741 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,873,063 | 17,458 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,435,001 | 13,716 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,774,805 | 17,456 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,696,905 | 19,146 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $2,261,297 | 19,382 | Shares | Defined | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||