Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,994,916
+$372,000 QoQ
Shares Held
14,327
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#931
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026BDF-GESTION holds $9,386,774 across 2 Capital Markets names. MS ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,320 | $6,391,858 | |
| 2 | MS |
Morgan Stanley
This page
|
14,327 | $2,994,916 |
All Filings in MS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,994,916 | 14,327 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,622,916 | 15,938 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,829,473 | 15,938 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||