Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,249,586
+$5,753,586 QoQ
Shares Held
106,437
+6.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#34
of 530 holders
Holding Since
Mar 2022
18 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, 2026Merit Financial Group, LLC holds $66,761,336 across 25 Capital Markets names. MS ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
22,097 | $22,348,237 | |
| 2 | MS |
Morgan Stanley
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|
106,437 | $22,249,586 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,252 | $6,482,146 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,028 | $2,509,803 | |
| 5 | EVR |
Evercore Inc.
|
7,157 | $2,443,683 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
35,494 | $1,773,987 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
4,730 | $1,332,343 | |
| 8 | TW |
Tradeweb Markets Inc.
|
10,366 | $1,033,073 |
All Filings in MS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,249,586 | 106,437 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $16,496,000 | 100,237 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $15,697,910 | 88,424 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $10,992,877 | 69,155 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,959,083 | 70,702 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,055,937 | 26,193 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,779,943 | 14,158 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $829,124 | 7,954 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,126,334 | 11,589 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,506,371 | 15,998 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $832,442 | 8,927 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,834,634 | 22,464 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,770,769 | 20,735 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,704,812 | 19,417 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,443,469 | 16,978 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,339,851 | 16,958 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,554,514 | 20,438 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $234,144 | 2,679 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||