Richardson Capital Management LLC

Position in MS — Morgan Stanley

CIK 1621646 MENOMONEE FALLS, WI

Position in MS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$10,452

+$743 QoQ

Shares Held

-15.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,675

of 2,722 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Richardson Capital Management LLC holds $204,902 across 3 Capital Markets names. MS ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	100	$101,137
2	MARA	MARA Holdings, Inc.	6,718	$93,313
3	MS	Morgan Stanley This page	50	$10,452

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,452	50	-15.3%	Shares	Sole	2026-07-17
2026-03-31	$9,709	59	+555.6%	Shares	Sole	2026-05-12
2025-12-31	$1,597	9	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.