Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$33,864
+$21,193 QoQ
Shares Held
162
+110.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,604
of 2,722 holders
Holding Since
Sep 2025
4 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, 2026FINANCIAL CONSULATE, INC holds $1,599,130 across 11 Capital Markets names. MS ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
10,994 | $1,014,416 | |
| 2 | GS |
Goldman Sachs Group Inc
|
373 | $377,241 | |
| 3 | SF |
Stifel Financial Corp
|
1,864 | $130,051 | |
| 4 | MS |
Morgan Stanley
This page
|
162 | $33,864 | |
| 5 | NMR |
Nomura Holdings Inc
|
3,592 | $31,537 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
55 | $5,515 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
40 | $3,481 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
17 | $1,064 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,864 | 162 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $12,671 | 77 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,894 | 67 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $10,332 | 65 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||