Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$971,826
+$223,691 QoQ
Shares Held
4,649
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,416
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026Allen Capital Group, LLC holds $12,797,700 across 4 Capital Markets names. MS ranks #2 (7.6% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,826 | 4,649 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $748,135 | 4,546 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $796,399 | 4,486 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $689,886 | 4,340 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $610,628 | 4,335 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $455,713 | 3,906 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $471,450 | 3,750 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $340,552 | 3,267 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $231,409 | 2,381 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||